iShares Russell 1000 Index shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $375k | 1.3k | 297.50 |
| 2024-03-31 | $362k | 1.3k | 288.09 |
| 2023-09-30 | $241k | 1.0k | 234.88 |
| 2023-06-30 | $250k | 1.0k | 243.71 |
| 2023-03-31 | $230k | 1.0k | 225.26 |
| 2022-12-31 | $214k | 1.0k | 210.58 |
| 2022-09-30 | $200k | 1.0k | 197.24 |
| 2022-06-30 | $210k | 1.0k | 208.13 |
| 2022-03-31 | $252k | 1.0k | 249.75 |
| 2021-12-31 | $266k | 1.0k | 264.41 |
| 2021-09-30 | $242k | 1.0k | 241.28 |
| 2021-06-30 | $242k | 1.0k | 242.00 |
| 2020-12-31 | $211k | 994 | 212.27 |
More positions owned by Wellspring Financial Advisors
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