iShares Russell 1000 Index shares owned by Spire Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Spire Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Index by Spire Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $9.5M | 30k | 314.39 |
2024-06-30 | $9.1M | 31k | 297.54 |
2024-03-31 | $9.3M | 32k | 288.03 |
2023-12-31 | $10M | 38k | 265.50 |
2023-09-30 | $6.9M | 30k | 234.91 |
2023-06-30 | $7.2M | 30k | 243.74 |
2023-03-31 | $7.2M | 32k | 225.23 |
2022-12-31 | $10M | 49k | 210.52 |
2022-09-30 | $3.0M | 15k | 197.34 |
2022-06-30 | $3.6M | 18k | 207.79 |
2022-03-31 | $4.7M | 19k | 250.09 |
2021-12-31 | $5.0M | 19k | 264.44 |
2021-09-30 | $4.2M | 17k | 241.73 |
2021-06-30 | $4.2M | 17k | 242.08 |
2021-03-31 | $3.8M | 17k | 223.82 |