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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

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Quarterly 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