iShares Russell 1000 Index shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Trifecta Capital 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 Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $157k | 500 | 314.39 |
| 2024-06-30 | $149k | 500 | 297.54 |
| 2024-03-31 | $144k | 500 | 288.03 |
| 2023-12-31 | $131k | 500 | 262.26 |
| 2023-09-30 | $118k | 500 | 234.91 |
| 2023-06-30 | $122k | 500 | 243.74 |
| 2023-03-31 | $113k | 500 | 225.23 |
| 2022-12-31 | $105k | 500 | 210.52 |