iShares Russell 1000 Index shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner Wealth Management investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Wagner Wealth Management 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 Wagner Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $957k | 3.0k | 314.39 |
2024-06-30 | $910k | 3.1k | 297.54 |
2024-03-31 | $877k | 3.0k | 288.03 |
2023-12-31 | $799k | 3.0k | 262.26 |
2023-09-30 | $715k | 3.0k | 234.91 |
2023-06-30 | $742k | 3.0k | 243.74 |
2023-03-31 | $686k | 3.0k | 225.23 |
2022-12-31 | $641k | 3.0k | 210.52 |
2022-09-30 | $601k | 3.0k | 197.37 |
2022-06-30 | $809k | 3.9k | 207.65 |
2022-03-31 | $1.9M | 7.8k | 250.00 |
2021-12-31 | $1.0M | 3.9k | 264.37 |
2021-09-30 | $1.0M | 3.9k | 258.47 |
2021-06-30 | $943k | 3.9k | 242.04 |
2021-03-31 | $872k | 3.9k | 223.82 |
2020-12-31 | $838k | 4.0k | 211.83 |
2018-09-30 | $691k | 4.3k | 161.79 |
2018-06-30 | $649k | 4.3k | 151.96 |
2018-03-31 | $496k | 3.4k | 146.75 |
2017-12-31 | $535k | 3.5k | 153.74 |