iShares Russell 1000 Index shares owned by YorkBridge Wealth Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by YorkBridge Wealth Partners
from 13F filings
Historical chart of YorkBridge Wealth Partners investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by YorkBridge Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $711k | 3.4k | 210.52 |
| 2022-09-30 | $667k | 3.4k | 197.40 |
| 2022-06-30 | $702k | 3.4k | 207.75 |
| 2022-03-31 | $844k | 3.4k | 250.15 |
| 2021-12-31 | $892k | 3.4k | 264.37 |
| 2021-09-30 | $816k | 3.4k | 241.85 |
| 2021-06-30 | $816k | 3.4k | 242.06 |
| 2021-03-31 | $755k | 3.4k | 223.97 |
| 2020-12-31 | $714k | 3.4k | 211.81 |
| 2020-09-30 | $534k | 2.9k | 187.04 |
| 2020-06-30 | $485k | 2.8k | 171.68 |
| 2020-03-31 | $394k | 2.8k | 141.47 |
| 2019-12-31 | $493k | 2.8k | 178.36 |
| 2019-09-30 | $455k | 2.8k | 164.62 |
| 2019-06-30 | $450k | 2.8k | 162.81 |
| 2019-03-31 | $435k | 2.8k | 157.38 |
| 2018-12-31 | $571k | 4.1k | 138.59 |
| 2018-09-30 | $467k | 2.9k | 162.32 |
| 2018-06-30 | $438k | 2.9k | 151.98 |
| 2018-03-31 | $427k | 2.9k | 148.16 |
| 2017-12-31 | $424k | 2.9k | 147.12 |
| 2017-09-30 | $403k | 2.9k | 139.83 |
| 2017-06-30 | $408k | 3.0k | 135.68 |
| 2017-03-31 | $400k | 3.0k | 133.02 |
| 2016-12-31 | $421k | 3.4k | 123.57 |
More positions owned by YorkBridge Wealth Partners
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