iShares Russell 1000 Index shares owned by Symphony Financial
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Symphony Financial
from 13F filings
Historical chart of Symphony Financial investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Symphony Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Index by Symphony Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $308k | 843 | 365.77 |
| 2023-06-30 | $268k | 1.1k | 241.09 |
| 2023-03-31 | $246k | 1.1k | 221.97 |
| 2022-12-31 | $234k | 1.1k | 211.36 |
| 2022-09-30 | $332k | 1.7k | 200.36 |
| 2022-06-30 | $350k | 1.7k | 209.96 |
| 2022-03-31 | $1.2M | 4.7k | 247.92 |
| 2021-12-31 | $8.7M | 33k | 266.12 |