iShares Russell 1000 Index shares owned by Ullmann Financial
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Ullmann Financial
from 13F filings
Historical chart of Ullmann Financial investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Ullmann Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 1000 Index by Ullmann Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 8.8k | 365.50 |
| 2025-06-30 | $3.0M | 8.9k | 339.59 |
| 2025-03-31 | $1.6M | 5.2k | 306.74 |
| 2024-12-31 | $490k | 1.5k | 322.08 |
| 2024-09-30 | $478k | 1.5k | 314.31 |