iShares Russell 1000 Index shares owned by Copperwynd Financial
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Copperwynd Financial
from 13F filings
Historical chart of Copperwynd Financial investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Copperwynd Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $29M | 85k | 339.57 |
| 2025-03-31 | $25M | 81k | 306.74 |
| 2024-12-31 | $25M | 78k | 322.16 |
| 2024-09-30 | $23M | 74k | 314.39 |
| 2024-06-30 | $21M | 71k | 301.90 |
| 2024-03-31 | $18M | 63k | 288.03 |
| 2023-09-30 | $14M | 58k | 234.91 |
| 2023-06-30 | $14M | 58k | 243.74 |
| 2023-03-31 | $12M | 52k | 225.23 |
| 2022-12-31 | $11M | 52k | 210.52 |
| 2022-09-30 | $11M | 54k | 197.32 |
| 2022-06-30 | $11M | 54k | 207.76 |
| 2022-03-31 | $14M | 54k | 250.08 |
| 2021-12-31 | $18M | 67k | 264.44 |
| 2021-09-30 | $16M | 65k | 241.70 |
| 2021-06-30 | $15M | 64k | 242.08 |
| 2021-03-31 | $15M | 65k | 223.83 |
| 2020-12-31 | $14M | 65k | 211.85 |
| 2020-09-30 | $12M | 65k | 187.15 |
| 2020-06-30 | $11M | 65k | 171.68 |
| 2020-03-31 | $8.7M | 61k | 141.53 |
| 2019-12-31 | $9.9M | 56k | 178.42 |
| 2019-09-30 | $9.0M | 53k | 170.70 |
| 2019-06-30 | $8.2M | 50k | 162.79 |
| 2019-03-31 | $7.6M | 49k | 157.30 |
| 2018-12-31 | $6.5M | 47k | 138.70 |
| 2018-09-30 | $7.5M | 46k | 161.71 |
| 2018-06-30 | $7.0M | 46k | 151.99 |
| 2018-03-31 | $7.0M | 48k | 146.85 |
| 2017-12-31 | $7.1M | 48k | 148.61 |