iShares Russell 1000 Index shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Up Strategic Wealth Investment 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 Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9M | 22k | 365.20 |
| 2025-06-30 | $7.3M | 22k | 339.57 |
| 2025-03-31 | $6.6M | 22k | 306.74 |
| 2024-12-31 | $6.9M | 22k | 322.16 |
| 2024-09-30 | $6.8M | 22k | 314.39 |
| 2024-06-30 | $6.4M | 22k | 297.54 |
| 2024-03-31 | $6.2M | 22k | 288.03 |
More positions owned by Up Strategic Wealth Investment Advisors
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