iShares Russell 1000 Index shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $926k | 2.9k | 314.39 |
| 2024-06-30 | $876k | 2.9k | 297.54 |
| 2024-03-31 | $848k | 2.9k | 288.03 |
| 2023-12-31 | $772k | 2.9k | 262.26 |
| 2023-09-30 | $692k | 2.9k | 234.91 |
| 2023-06-30 | $918k | 3.8k | 243.74 |
| 2023-03-31 | $348k | 1.5k | 225.23 |
| 2022-12-31 | $395k | 1.9k | 210.52 |
| 2022-09-30 | $229k | 1.2k | 197.24 |
| 2022-06-30 | $214k | 1.0k | 207.57 |
| 2022-03-31 | $258k | 1.0k | 250.24 |
| 2021-12-31 | $273k | 1.0k | 264.79 |
| 2021-09-30 | $249k | 1.0k | 241.51 |
| 2021-06-30 | $250k | 1.0k | 242.48 |
| 2021-03-31 | $466k | 2.1k | 223.93 |
| 2020-12-31 | $441k | 2.1k | 211.92 |
| 2020-09-30 | $527k | 2.8k | 187.14 |
| 2020-06-30 | $483k | 2.8k | 171.52 |
| 2019-09-30 | $298k | 1.8k | 164.37 |
| 2019-06-30 | $295k | 1.8k | 162.71 |