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 |
|---|---|---|---|
| 2024-12-31 | $1.2M | 3.6k | 336.01 |
| 2024-09-30 | $1.1M | 3.6k | 314.39 |
| 2024-06-30 | $1.1M | 3.6k | 297.54 |
| 2024-03-31 | $1.0M | 3.6k | 288.03 |
| 2023-12-31 | $928k | 3.5k | 262.26 |
| 2023-09-30 | $831k | 3.5k | 234.91 |
| 2023-06-30 | $862k | 3.5k | 243.74 |
| 2023-03-31 | $264k | 1.2k | 225.23 |
| 2022-09-30 | $1.5M | 7.7k | 197.33 |
| 2022-06-30 | $1.4M | 6.7k | 207.75 |
| 2022-03-31 | $1.6M | 6.4k | 250.16 |
| 2021-12-31 | $1.4M | 5.2k | 264.42 |
| 2021-09-30 | $1.2M | 5.0k | 241.65 |
| 2021-06-30 | $1.1M | 4.5k | 242.02 |
| 2021-03-31 | $908k | 4.1k | 223.92 |
| 2020-12-31 | $704k | 3.3k | 211.98 |
| 2020-09-30 | $632k | 3.4k | 187.04 |
| 2020-06-30 | $1.1M | 6.1k | 171.69 |
| 2020-03-31 | $289k | 1.6k | 178.29 |
| 2019-12-31 | $289k | 1.6k | 178.29 |
| 2019-09-30 | $274 | 1.7k | 0.16 |
| 2019-06-30 | $306k | 1.9k | 162.59 |
| 2019-03-31 | $359k | 2.3k | 159.06 |
| 2018-12-31 | $326k | 2.3k | 144.44 |
| 2018-09-30 | $380k | 2.3k | 161.84 |
| 2018-06-30 | $443k | 2.9k | 151.97 |
| 2018-03-31 | $798k | 5.4k | 146.85 |
| 2017-12-31 | $938k | 6.5k | 143.67 |