iShares Russell 1000 Index shares owned by Tolleson Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Tolleson Wealth Management
from 13F filings
Historical chart of Tolleson Wealth Management investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Tolleson Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Index by Tolleson Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $531k | 1.7k | 314.20 |
2024-03-31 | $487k | 1.7k | 288.17 |
2023-12-31 | $443k | 1.7k | 262.13 |
2023-09-30 | $399k | 1.7k | 236.09 |
2023-06-30 | $412k | 1.7k | 243.79 |
2023-03-31 | $381k | 1.7k | 225.44 |
2022-12-31 | $356k | 1.7k | 210.65 |
2022-09-30 | $333k | 1.7k | 197.04 |
2022-06-30 | $351k | 1.7k | 207.69 |
2022-03-31 | $423k | 1.7k | 250.30 |
2021-12-31 | $447k | 1.7k | 264.50 |
2021-09-30 | $408k | 1.7k | 241.42 |
2021-06-30 | $409k | 1.7k | 242.01 |
2021-03-31 | $378k | 1.7k | 223.67 |
2020-12-31 | $358k | 1.7k | 211.83 |
2020-09-30 | $316k | 1.7k | 186.98 |
2020-06-30 | $290k | 1.7k | 171.60 |
2020-03-31 | $239k | 1.7k | 141.42 |
2019-12-31 | $302k | 1.7k | 178.70 |
2019-09-30 | $278k | 1.7k | 164.50 |
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