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iShares Russell 1000 Index shares owned by Wealthquest

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

Historical chart of Wealthquest investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by Wealthquest

Quarter filed Position value Share count Share price at filing
2024-09-30 $999k 3.2k 311.65
2024-06-30 $954k 3.2k 297.56
2024-03-31 $924k 3.2k 288.05
2023-12-31 $841k 3.2k 262.28
2023-09-30 $753k 3.2k 234.93
2023-06-30 $782k 3.2k 243.76
2023-03-31 $724k 3.2k 225.25
2022-12-31 $677k 3.2k 210.53
2022-09-30 $634k 3.2k 197.26
2022-06-30 $667k 3.2k 207.53
2022-03-31 $849k 3.2k 264.16
2021-12-31 $849k 3.2k 264.16
2021-09-30 $836k 3.5k 241.48
2021-06-30 $842k 3.5k 241.88
2021-03-31 $802k 3.6k 223.65
2020-12-31 $780k 3.7k 211.61
2020-09-30 $717k 3.8k 187.01
2020-06-30 $666k 3.9k 171.56
2019-12-31 $854k 4.8k 178.25
2019-09-30 $640k 3.9k 164.44
2019-06-30 $613k 3.8k 162.56
2019-03-31 $593k 3.8k 157.25
2018-12-31 $523k 3.8k 138.69