iShares Russell 1000 Index shares owned by Talisman Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Talisman Wealth Advisors
from 13F filings
Historical chart of Talisman Wealth Advisors investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Talisman Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Index by Talisman Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 5.2k | 313.59 |
| 2024-06-30 | $1.5M | 5.2k | 297.52 |
| 2024-03-31 | $1.5M | 5.2k | 288.02 |
| 2023-09-30 | $1.2M | 5.2k | 234.91 |
| 2023-06-30 | $1.3M | 5.2k | 243.74 |
| 2023-03-31 | $365k | 1.6k | 225.03 |
| 2022-12-31 | $340k | 1.6k | 210.40 |