iShares Russell 1000 Index shares owned by Source Financial Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 3.7k | 314.42 |
| 2024-06-30 | $1.1M | 3.7k | 297.56 |
| 2024-03-31 | $1.1M | 3.7k | 288.01 |
| 2023-12-31 | $962k | 3.7k | 262.24 |
| 2023-09-30 | $857k | 3.6k | 234.90 |
| 2023-06-30 | $889k | 3.6k | 243.73 |
| 2023-03-31 | $947k | 4.2k | 225.22 |
| 2022-12-31 | $883k | 4.2k | 210.51 |
| 2022-09-30 | $510k | 2.6k | 197.44 |
| 2022-06-30 | $534k | 2.6k | 207.78 |
| 2022-03-31 | $641k | 2.6k | 250.10 |
| 2021-12-31 | $866k | 3.3k | 264.43 |
| 2021-09-30 | $789k | 3.3k | 241.65 |
| 2021-06-30 | $1.4M | 5.7k | 242.01 |
| 2021-03-31 | $1.3M | 5.7k | 223.90 |
| 2020-12-31 | $954k | 4.5k | 211.72 |