iShares Russell 1000 Index shares owned by O'Brien Wealth Partners
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by O'Brien Wealth Partners
from 13F filings
Historical chart of O'Brien Wealth Partners investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by O'Brien Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $468k | 1.6k | 297.54 |
| 2024-03-31 | $453k | 1.6k | 288.03 |
| 2023-12-31 | $431k | 1.6k | 262.26 |
| 2023-09-30 | $413k | 1.8k | 234.91 |
| 2023-06-30 | $429k | 1.8k | 243.74 |
| 2023-03-31 | $396k | 1.8k | 225.23 |
| 2022-12-31 | $370k | 1.8k | 210.52 |
| 2022-09-30 | $347k | 1.8k | 197.27 |
| 2022-06-30 | $365k | 1.8k | 207.50 |
| 2022-03-31 | $385k | 1.8k | 218.87 |
| 2021-12-31 | $440k | 1.8k | 250.14 |
| 2021-09-30 | $429k | 1.8k | 243.89 |
| 2021-06-30 | $432k | 1.8k | 245.59 |
| 2021-03-31 | $465k | 2.0k | 230.65 |
| 2020-12-31 | $444k | 2.1k | 216.37 |
| 2020-09-30 | $455k | 2.4k | 192.55 |
| 2020-06-30 | $414k | 2.4k | 175.20 |
| 2020-03-31 | $326k | 2.4k | 137.96 |
| 2019-12-31 | $424k | 2.4k | 179.43 |
| 2019-09-30 | $585k | 3.6k | 164.51 |
| 2019-06-30 | $590k | 3.6k | 165.92 |
| 2019-03-31 | $559k | 3.6k | 157.20 |
| 2018-12-31 | $516k | 3.6k | 145.11 |
| 2018-09-30 | $168k | 1.0k | 162.16 |
| 2018-06-30 | $157k | 1.0k | 151.54 |
| 2018-03-31 | $152k | 1.0k | 146.72 |