iShares Russell 1000 Index shares owned by SJA Financial Advisory
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by SJA Financial Advisory
from 13F filings
Historical chart of SJA Financial Advisory investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by SJA Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.1M | 7.1k | 297.54 |
| 2024-03-31 | $1.9M | 6.7k | 288.05 |
| 2023-12-31 | $1.8M | 6.8k | 262.27 |
| 2023-09-30 | $1.6M | 6.9k | 234.93 |
| 2023-06-30 | $1.7M | 7.0k | 243.76 |
| 2023-03-31 | $1.7M | 7.4k | 225.22 |
| 2022-12-31 | $1.6M | 7.4k | 210.52 |
| 2022-09-30 | $1.4M | 7.3k | 197.34 |
| 2022-06-30 | $1.5M | 7.3k | 207.73 |
| 2022-03-31 | $1.9M | 7.4k | 250.14 |
| 2021-12-31 | $2.0M | 7.4k | 264.36 |
| 2021-09-30 | $1.8M | 7.4k | 241.73 |
| 2021-06-30 | $1.8M | 7.4k | 242.11 |
| 2021-03-31 | $1.7M | 7.4k | 223.88 |
| 2020-12-31 | $1.6M | 7.5k | 211.83 |
| 2020-09-30 | $1.4M | 7.7k | 187.09 |
| 2020-06-30 | $1.3M | 7.7k | 171.69 |
| 2020-03-31 | $1.1M | 7.9k | 141.50 |
| 2019-12-31 | $1.4M | 7.9k | 178.43 |
| 2019-09-30 | $1.3M | 7.9k | 164.58 |
| 2019-06-30 | $1.3M | 7.9k | 162.73 |
| 2019-03-31 | $1.3M | 8.0k | 157.36 |
| 2018-12-31 | $1.0M | 7.5k | 138.64 |