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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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