iShares Russell 1000 Index shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $665k | 2.1k | 314.45 |
| 2024-06-30 | $628k | 2.1k | 297.48 |
| 2024-03-31 | $608k | 2.1k | 287.96 |
| 2023-12-31 | $553k | 2.1k | 262.26 |
| 2023-09-30 | $493k | 2.1k | 234.95 |
| 2023-06-30 | $535k | 2.2k | 243.78 |
| 2023-03-31 | $494k | 2.2k | 225.25 |
| 2022-12-31 | $468k | 2.2k | 210.54 |
| 2022-09-30 | $437k | 2.2k | 197.38 |
| 2022-06-30 | $460k | 2.2k | 207.77 |
| 2022-03-31 | $561k | 2.2k | 250.00 |
| 2021-12-31 | $605k | 2.3k | 265.35 |
| 2021-09-30 | $550k | 2.3k | 241.76 |
| 2021-06-30 | $588k | 2.4k | 242.07 |
| 2021-03-31 | $542k | 2.4k | 223.60 |
| 2020-12-31 | $538k | 2.4k | 221.95 |