iShares Russell 1000 Index shares owned by Waldron
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Waldron
from 13F filings
Historical chart of Waldron investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Waldron consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Index by Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.3M | 17k | 314.39 |
| 2024-06-30 | $6.2M | 21k | 297.54 |
| 2024-03-31 | $6.1M | 21k | 288.03 |
| 2023-12-31 | $4.7M | 18k | 262.23 |
| 2023-09-30 | $4.2M | 18k | 235.90 |
| 2023-06-30 | $4.4M | 18k | 243.70 |
| 2023-03-31 | $4.3M | 19k | 225.18 |
| 2022-12-31 | $3.9M | 20k | 197.33 |
| 2022-09-30 | $3.9M | 20k | 197.33 |
| 2022-06-30 | $2.1M | 9.9k | 207.72 |
| 2022-03-31 | $2.5M | 9.8k | 249.97 |
| 2021-12-31 | $2.6M | 9.9k | 264.34 |
| 2021-09-30 | $2.3M | 9.7k | 241.68 |
| 2021-06-30 | $2.1M | 8.7k | 242.06 |
| 2021-03-31 | $2.0M | 8.7k | 223.75 |
| 2020-12-31 | $1.8M | 8.5k | 211.82 |
| 2020-09-30 | $1.6M | 8.3k | 187.12 |
| 2020-06-30 | $1.1M | 6.6k | 171.60 |
| 2020-03-31 | $920k | 6.5k | 141.39 |
| 2019-12-31 | $1.4M | 7.9k | 178.33 |
| 2019-09-30 | $1.6M | 10k | 164.53 |
| 2019-06-30 | $1.7M | 11k | 162.74 |
| 2019-03-31 | $1.6M | 9.9k | 157.31 |
| 2018-12-31 | $1.2M | 8.5k | 138.61 |
| 2018-09-30 | $1.0M | 6.3k | 161.67 |
| 2018-06-30 | $1000k | 6.6k | 151.88 |
| 2018-03-31 | $375k | 2.6k | 146.60 |
| 2017-12-31 | $355k | 2.4k | 148.47 |