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iShares Russell 1000 Index shares owned by Valley Forge Investment Consultants Inc Adv

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Valley Forge Investment Consultants Inc Adv from 13F filings

Historical chart of Valley Forge Investment Consultants Inc Adv investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Valley Forge Investment Consultants Inc Adv consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Valley Forge Investment Consultants Inc Adv

Quarter filed Position value Share count Share price at filing
2024-03-31 $259k 900 288.03
2023-12-31 $236k 900 262.26
2023-09-30 $211k 900 234.91
2022-03-31 $225k 900 250.00
2021-12-31 $238k 900 264.44
2021-09-30 $218k 900 242.22
2021-06-30 $218k 900 242.22
2021-03-31 $201k 900 223.33