iShares Russell 1000 Index shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Transcend Wealth Collective consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Index by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 3.9k | 365.48 |
| 2025-06-30 | $1.4M | 4.1k | 339.55 |
| 2025-03-31 | $1.3M | 4.1k | 306.75 |
| 2024-12-31 | $814k | 2.5k | 322.21 |
| 2024-09-30 | $791k | 2.5k | 314.50 |
| 2024-06-30 | $754k | 2.5k | 297.52 |
| 2024-03-31 | $251k | 871 | 287.92 |
| 2023-12-31 | $293k | 1.1k | 262.35 |
| 2023-09-30 | $343k | 1.5k | 234.85 |
| 2023-06-30 | $372k | 1.5k | 243.68 |
| 2023-03-31 | $343k | 1.5k | 225.28 |
| 2022-12-31 | $260k | 1.2k | 210.52 |
| 2022-09-30 | $258k | 1.3k | 197.55 |
| 2022-06-30 | $283k | 1.4k | 207.48 |
| 2022-03-31 | $319k | 1.3k | 249.80 |
| 2021-12-31 | $239k | 904 | 264.38 |
| 2021-09-30 | $232k | 904 | 256.64 |
| 2020-12-31 | $1.5M | 6.6k | 230.72 |
More positions owned by Transcend Wealth Collective
View all positions for Transcend Wealth Collective