iShares Russell 1000 Index shares owned by Wealthsource Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.6M | 33k | 262.26 |
| 2023-09-30 | $5.1M | 22k | 234.91 |
| 2023-06-30 | $4.8M | 20k | 243.74 |
| 2023-03-31 | $4.5M | 20k | 225.23 |
| 2022-12-31 | $3.9M | 19k | 210.52 |
| 2022-09-30 | $4.2M | 22k | 197.34 |
| 2022-06-30 | $3.5M | 17k | 207.74 |
| 2022-03-31 | $1.4M | 5.5k | 250.00 |
| 2021-12-31 | $1.3M | 5.0k | 264.52 |
| 2021-09-30 | $1.2M | 5.0k | 241.81 |
| 2021-06-30 | $1.3M | 5.2k | 242.09 |