iShares Russell 1000 Index shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.4M | 26k | 288.03 |
| 2023-09-30 | $6.2M | 26k | 235.92 |
| 2023-06-30 | $6.4M | 26k | 243.72 |
| 2023-03-31 | $5.8M | 26k | 223.72 |
| 2022-12-31 | $4.9M | 23k | 210.49 |
| 2022-09-30 | $4.1M | 21k | 197.34 |
| 2022-06-30 | $4.7M | 23k | 207.74 |
| 2022-03-31 | $7.1M | 28k | 250.07 |
| 2021-12-31 | $6.2M | 23k | 264.41 |
| 2021-09-30 | $5.6M | 23k | 241.70 |
| 2021-03-31 | $5.3M | 24k | 223.83 |
| 2020-12-31 | $5.1M | 24k | 211.84 |
| 2020-09-30 | $5.1M | 27k | 187.15 |
| 2020-06-30 | $4.8M | 28k | 171.69 |
| 2020-03-31 | $4.0M | 28k | 141.52 |
| 2019-12-31 | $5.2M | 29k | 178.43 |
| 2019-09-30 | $4.6M | 28k | 164.52 |
| 2018-09-30 | $3.0k | 19k | 0.16 |
| 2018-06-30 | $2.8k | 19k | 0.15 |
| 2018-03-31 | $2.8k | 19k | 0.15 |
| 2017-12-31 | $2.8M | 19k | 148.59 |
| 2017-09-30 | $2.8M | 20k | 139.86 |
| 2017-06-30 | $2.6M | 19k | 135.28 |
| 2017-03-31 | $2.5M | 19k | 131.24 |
| 2016-12-31 | $2.4M | 19k | 124.44 |
| 2016-09-30 | $2.3M | 19k | 120.45 |
| 2016-06-30 | $1.3M | 11k | 116.85 |