iShares Russell 1000 Index shares owned by True Link Financial Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by True Link Financial Advisors
from 13F filings
Historical chart of True Link Financial 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 True Link Financial Advisors 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 True Link Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $431k | 1.4k | 314.39 |
2024-06-30 | $706k | 2.4k | 297.54 |
2024-03-31 | $754k | 2.6k | 288.03 |
2023-12-31 | $686k | 2.6k | 262.26 |
2023-09-30 | $810k | 3.4k | 234.91 |
2023-06-30 | $840k | 3.4k | 243.74 |
2023-03-31 | $776k | 3.4k | 225.23 |
2022-12-31 | $726k | 3.4k | 210.52 |
2022-09-30 | $729k | 3.7k | 197.24 |
2022-06-30 | $917k | 4.4k | 207.65 |
2022-03-31 | $974k | 3.9k | 250.00 |
2021-12-31 | $1.6M | 6.1k | 264.36 |
2021-09-30 | $1.7M | 7.2k | 241.74 |
2021-06-30 | $1.9M | 8.0k | 242.03 |
2021-03-31 | $2.4M | 11k | 223.79 |
2020-12-31 | $2.3M | 11k | 211.82 |
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