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iShares Russell 1000 Index shares owned by Welch & Forbes

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

Historical chart of Welch & Forbes investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 1000 Index by Welch & Forbes

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 8.4k 314.39
2024-06-30 $2.5M 8.4k 301.56
2024-03-31 $2.4M 8.4k 288.03
2023-12-31 $2.2M 8.5k 262.26
2023-09-30 $2.1M 8.9k 234.91
2023-06-30 $1.9M 7.8k 243.74
2023-03-31 $1.4M 6.2k 225.23
2022-12-31 $1.4M 6.4k 210.52
2022-09-30 $1.4M 6.9k 197.26
2022-06-30 $1.4M 6.9k 207.79
2022-03-31 $1.7M 6.9k 250.04
2021-12-31 $1.9M 7.3k 264.26
2021-09-30 $1.5M 6.4k 241.67
2021-06-30 $1.5M 6.4k 241.98
2021-03-31 $1.4M 6.4k 223.74
2020-12-31 $1.3M 6.4k 211.79
2020-09-30 $1.2M 6.4k 187.26
2020-06-30 $1.1M 6.6k 171.60
2020-03-31 $937k 6.6k 141.54
2019-12-31 $1.2M 6.6k 178.40
2019-09-30 $1.1M 6.6k 164.50
2019-06-30 $1.1M 6.6k 162.69
2019-03-31 $1.0M 6.6k 157.40
2018-12-31 $918k 6.6k 138.67
2018-09-30 $1.1M 6.6k 161.63
2018-06-30 $1.0M 6.7k 151.93
2018-03-31 $1.0M 6.9k 146.86
2017-12-31 $922k 6.2k 148.71
2017-09-30 $867k 6.2k 139.84
2017-06-30 $839k 6.2k 135.32
2017-03-31 $814k 6.2k 131.29
2016-12-31 $771k 6.2k 124.35
2016-09-30 $747k 6.2k 120.48
2016-06-30 $701k 6.0k 116.83
2016-03-31 $684k 6.0k 114.00
2015-12-31 $680k 6.0k 113.33
2015-09-30 $642k 6.0k 107.00
2015-06-30 $696k 6.0k 116.00
2015-03-31 $695k 6.0k 115.83
2014-12-31 $688k 6.0k 114.67
2014-09-30 $659k 6.0k 109.83
2014-06-30 $661k 6.0k 110.17
2014-03-31 $629k 6.0k 104.83
2013-12-31 $619k 6.0k 103.17
2013-09-30 $565k 6.0k 94.17
2013-06-30 $540k 6.0k 90.00
2013-03-31 $523k 6.0k 87.17
2012-12-31 $475k 6.0k 79.17
2012-09-30 $477k 6.0k 79.50
2012-06-30 $451k 6.0k 75.17
2012-03-31 $468k 6.0k 78.00
2011-12-31 $416k 6.0k 69.33
2011-09-30 $375k 6.0k 62.50
2011-06-30 $443k 6.0k 73.83
2011-03-31 $443k 6.0k 73.83