Wagner Wealth Management »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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