iShares Russell 1000 Index shares owned by Triad Financial Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Triad Financial Advisors
from 13F filings
Historical chart of Triad Financial Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Triad Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $958k | 4.1k | 234.91 |
| 2023-06-30 | $998k | 4.1k | 243.74 |
| 2023-03-31 | $923k | 4.1k | 225.23 |
| 2022-12-31 | $876k | 4.2k | 210.52 |
| 2022-09-30 | $834k | 4.2k | 197.30 |
| 2022-06-30 | $879k | 4.2k | 207.70 |
| 2022-03-31 | $1.1M | 4.2k | 250.00 |
| 2021-12-31 | $1.1M | 4.3k | 264.52 |