iShares Russell 1000 Index shares owned by WMS Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.7M | 15k | 322.16 |
| 2024-09-30 | $4.6M | 15k | 314.39 |
| 2024-06-30 | $4.4M | 15k | 297.54 |
| 2024-03-31 | $4.2M | 15k | 288.03 |
| 2023-12-31 | $3.8M | 15k | 262.26 |
| 2023-09-30 | $3.4M | 15k | 234.91 |
| 2023-06-30 | $3.6M | 15k | 243.74 |
| 2023-03-31 | $3.3M | 15k | 225.23 |
| 2022-12-31 | $3.1M | 15k | 210.52 |
| 2022-09-30 | $2.9M | 15k | 197.34 |
| 2022-06-30 | $3.1M | 15k | 207.77 |
| 2022-03-31 | $3.7M | 15k | 250.07 |
| 2021-12-31 | $3.9M | 15k | 264.44 |
| 2021-09-30 | $3.5M | 15k | 241.69 |
| 2021-06-30 | $3.6M | 15k | 242.10 |
| 2021-03-31 | $3.3M | 15k | 223.85 |
| 2020-12-31 | $2.7M | 15k | 187.14 |
| 2020-09-30 | $2.7M | 15k | 187.14 |
| 2020-06-30 | $2.5M | 15k | 171.68 |
| 2020-03-31 | $2.1M | 15k | 141.51 |
| 2019-12-31 | $2.6M | 15k | 178.43 |
| 2019-09-30 | $2.4M | 15k | 164.53 |
| 2019-06-30 | $2.4M | 15k | 162.76 |
| 2019-03-31 | $2.3M | 15k | 157.31 |
| 2018-12-31 | $2.0M | 15k | 138.69 |
| 2018-09-30 | $2.4M | 15k | 161.72 |
| 2018-06-30 | $2.2M | 15k | 151.95 |
| 2018-03-31 | $2.1M | 15k | 146.89 |
| 2017-12-31 | $2.2M | 15k | 148.60 |
| 2017-09-30 | $2.0M | 15k | 139.85 |
| 2017-06-30 | $2.0M | 15k | 135.27 |
| 2017-03-31 | $1.9M | 15k | 131.24 |
| 2016-12-31 | $1.8M | 15k | 124.47 |
| 2016-09-30 | $1.8M | 15k | 120.44 |
| 2016-06-30 | $1.7M | 15k | 116.88 |
| 2016-03-31 | $1.7M | 15k | 114.08 |
| 2015-12-31 | $1.7M | 15k | 113.33 |
| 2015-09-30 | $1.8M | 17k | 107.06 |
| 2015-06-30 | $1.9M | 17k | 116.04 |
| 2015-03-31 | $1.9M | 17k | 115.86 |
| 2014-12-31 | $1.9M | 17k | 114.60 |
| 2014-09-30 | $1.8M | 17k | 109.87 |
| 2014-06-30 | $1.8M | 17k | 110.11 |
| 2014-03-31 | $1.8M | 17k | 104.79 |
| 2013-12-31 | $1.7M | 17k | 103.18 |
| 2013-09-30 | $1.6M | 17k | 94.14 |
| 2013-06-30 | $1.5M | 17k | 89.96 |
| 2013-03-31 | $1.5M | 17k | 87.21 |
| 2012-12-31 | $1.3M | 17k | 79.13 |
| 2012-09-30 | $1.3M | 17k | 79.49 |
| 2012-06-30 | $1.3M | 17k | 75.18 |
| 2012-03-31 | $1.3M | 17k | 73.87 |
| 2011-12-31 | $1.2M | 17k | 69.34 |
| 2011-09-30 | $1.1M | 17k | 62.51 |
| 2011-06-30 | $1.3M | 17k | 73.87 |
| 2011-03-31 | $1.3M | 17k | 73.88 |