ValMark Advisers »

iShares Russell 1000 Index shares owned by ValMark Advisers

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Index by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $462k 1.8k 262.22
2023-09-30 $412k 1.8k 234.95
2023-06-30 $427k 1.8k 243.78
2023-03-31 $394k 1.8k 225.26
2022-12-31 $368k 1.7k 210.55
2022-09-30 $292k 1.5k 197.03
2022-06-30 $339k 1.6k 207.72
2022-03-31 $407k 1.6k 250.00
2021-12-31 $587k 2.2k 264.30
2021-09-30 $356k 1.5k 242.01
2021-06-30 $356k 1.5k 242.34
2021-03-31 $328k 1.5k 223.59
2020-12-31 $322k 1.5k 211.56
2020-09-30 $284k 1.5k 186.97
2020-06-30 $260k 1.5k 171.50
2019-12-31 $224k 1.3k 178.49
2019-09-30 $206k 1.3k 164.54
2019-06-30 $204k 1.3k 162.94
2018-09-30 $202k 1.3k 161.34