iShares Russell 1000 Index shares owned by Wealth Effects
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Wealth Effects consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Index by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $264k | 723 | 365.48 |
| 2025-06-30 | $246k | 723 | 339.57 |
| 2025-03-31 | $222k | 723 | 306.74 |
| 2024-12-31 | $233k | 723 | 322.16 |
| 2024-09-30 | $227k | 723 | 314.39 |
| 2024-06-30 | $215k | 723 | 297.54 |
| 2024-03-31 | $208k | 723 | 288.03 |