iShares Russell 1000 Index shares owned by Southern Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Southern Wealth Management
from 13F filings
Historical chart of Southern Wealth Management investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Southern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $1.9M | 8.5k | 225.24 |
| 2022-12-31 | $1.8M | 8.5k | 210.52 |
| 2022-09-30 | $1.7M | 8.1k | 212.94 |
| 2022-06-30 | $1.7M | 8.2k | 207.73 |
| 2022-03-31 | $2.4M | 9.4k | 250.11 |
| 2021-12-31 | $2.5M | 9.4k | 264.44 |
| 2021-09-30 | $2.2M | 9.0k | 241.71 |
| 2021-06-30 | $2.2M | 8.9k | 249.38 |
| 2021-03-31 | $1.8M | 8.2k | 223.87 |
| 2020-12-31 | $1.3M | 6.3k | 211.86 |
| 2020-09-30 | $1.2M | 6.3k | 187.15 |
| 2020-06-30 | $1.2M | 6.8k | 171.61 |
More positions owned by Southern Wealth Management
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