iShares Russell 1000 Index shares owned by Bordeaux Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Bordeaux Wealth Advisors
from 13F filings
Historical chart of Bordeaux Wealth Advisors investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Bordeaux Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Index by Bordeaux Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 49k | 314.39 |
| 2024-06-30 | $15M | 49k | 297.54 |
| 2024-03-31 | $14M | 49k | 288.03 |
| 2023-12-31 | $13M | 49k | 262.26 |
| 2023-09-30 | $12M | 49k | 234.91 |
| 2023-06-30 | $12M | 49k | 243.74 |
| 2023-03-31 | $11M | 49k | 225.23 |
| 2022-12-31 | $10M | 50k | 210.52 |
| 2022-09-30 | $9.7M | 49k | 197.33 |
| 2022-06-30 | $10M | 50k | 207.76 |
| 2022-03-31 | $12M | 50k | 250.08 |
| 2021-12-31 | $13M | 50k | 264.42 |
| 2021-09-30 | $12M | 50k | 241.72 |
| 2021-06-30 | $12M | 50k | 242.08 |
| 2021-03-31 | $11M | 50k | 223.83 |
| 2020-12-31 | $11M | 50k | 211.84 |