Ownership history in Advisor Resource Council · 18 quarters on record
This page tracks every 13F SEC filing in which Advisor Resource Council reported a position in ISHARES RUSSELL 1000 ETF (IWB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 10,933 | +6,394 | +140.9% | 1.47% | $4.1M | $372.56 |
| 2025 Q3 | REDUCED | 4,539 | -30 | -0.7% | 2.24% | $1.7M | $363.54 |
| 2025 Q2 | REDUCED | 4,569 | -2,253 | -33.0% | 0.60% | $1.6M | $336.87 |
| 2025 Q1 | REDUCED | 6,822 | -356 | -5.0% | 0.17% | $2.1M | $303.53 |
| 2024 Q4 | ADDED | 7,178 | +3,539 | +97.3% | 1.66% | $2.3M | $317.94 |
| 2024 Q2 | REDUCED | 3,639 | -329 | -8.3% | 1.98% | $1.08B | $291.75 |
| 2024 Q1 | ADDED | 3,968 | +210 | +5.6% | 0.48% | $1.1M | $281.72 |
| 2023 Q4 | ADDED | 3,758 | +119 | +3.3% | 0.11% | $986K | $255.74 |
| 2023 Q3 | UNCHANGED | 3,639 | — | 0% | 0.44% | $855K | $228.22 |
| 2023 Q2 | ADDED | 3,639 | +84 | +2.4% | 0.40% | $887K | $235.80 |
As of 2025 Q4 — sorted by position size