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iShares Russell 1000 Index shares owned by Waterfront Wealth

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Waterfront Wealth from 13F filings

Historical chart of Waterfront Wealth investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Waterfront Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Waterfront Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $634k 2.0k 318.82
2024-06-30 $591k 2.0k 297.47
2024-03-31 $553k 2.0k 278.38
2023-12-31 $521k 2.0k 262.30
2023-09-30 $459k 2.0k 230.98
2023-06-30 $499k 2.0k 250.92
2023-03-31 $439k 1.9k 225.23
2022-12-31 $436k 1.9k 224.05
2022-09-30 $413k 1.9k 212.01
2022-06-30 $405k 1.9k 207.91
2022-03-31 $482k 1.9k 247.43
2021-12-31 $515k 1.9k 264.37
2021-09-30 $471k 1.9k 241.79
2021-06-30 $472k 1.9k 242.30
2021-03-31 $441k 1.9k 226.39
2020-12-31 $413k 1.9k 212.01