iShares Russell 1000 Index shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Index by Visionary Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $4.0M | 15k | 262.26 |
2023-09-30 | $3.6M | 15k | 234.91 |
2023-06-30 | $3.8M | 16k | 243.74 |
2023-03-31 | $3.5M | 16k | 225.26 |
2022-12-31 | $3.5M | 17k | 210.53 |
2022-09-30 | $3.3M | 17k | 197.31 |
2022-06-30 | $3.5M | 17k | 207.75 |
2022-03-31 | $4.2M | 17k | 250.07 |
2021-12-31 | $4.5M | 17k | 264.45 |
2021-09-30 | $4.1M | 17k | 241.72 |
2021-06-30 | $4.1M | 17k | 242.11 |
2021-03-31 | $4.0M | 18k | 223.86 |
2020-12-31 | $3.4M | 16k | 211.82 |
2020-09-30 | $891k | 4.8k | 187.15 |