iShares Russell 1000 Index shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Sound View Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Index by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.6M | 15k | 373.43 |
| 2025-09-30 | $5.3M | 15k | 365.47 |
| 2025-06-30 | $4.9M | 15k | 339.56 |
| 2025-03-31 | $4.3M | 14k | 306.74 |
| 2024-12-31 | $4.4M | 14k | 322.16 |
| 2024-09-30 | $4.2M | 13k | 314.40 |
| 2024-06-30 | $2.8M | 9.3k | 297.53 |
| 2024-03-31 | $2.5M | 8.8k | 288.04 |
| 2023-12-31 | $2.7M | 10k | 262.26 |
| 2023-09-30 | $2.3M | 9.8k | 234.91 |
| 2023-06-30 | $1.9M | 7.7k | 243.74 |
| 2023-03-31 | $1.6M | 7.1k | 225.25 |
| 2022-12-31 | $1.2M | 5.8k | 210.51 |
| 2022-09-30 | $1.1M | 5.8k | 197.30 |
| 2022-06-30 | $1.2M | 6.0k | 207.81 |
| 2022-03-31 | $1.4M | 5.6k | 250.04 |
| 2021-12-31 | $1.4M | 5.5k | 264.38 |
| 2021-09-30 | $1.3M | 5.4k | 241.74 |
| 2021-06-30 | $1.2M | 5.1k | 242.09 |
| 2021-03-31 | $787k | 3.5k | 223.71 |
| 2020-12-31 | $641k | 3.0k | 211.90 |
| 2020-09-30 | $537k | 2.9k | 187.17 |
| 2020-06-30 | $611k | 3.6k | 171.63 |
| 2020-03-31 | $521k | 3.7k | 141.42 |
| 2019-12-31 | $651k | 3.7k | 178.31 |
| 2019-09-30 | $679k | 4.1k | 164.65 |
| 2019-06-30 | $699k | 4.3k | 162.79 |
More positions owned by Sound View Wealth Advisors Group
View all positions for Sound View Wealth Advisors Group