iShares Russell 1000 Index shares owned by Omega Financial Group
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Omega Financial Group
from 13F filings
Historical chart of Omega Financial Group investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Omega Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Index by Omega Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.0M | 31k | 288.03 |
| 2023-12-31 | $8.5M | 33k | 262.26 |
| 2023-09-30 | $8.0M | 34k | 234.91 |
| 2023-06-30 | $8.3M | 34k | 243.74 |
| 2023-03-31 | $7.8M | 35k | 225.23 |
| 2022-12-31 | $7.3M | 35k | 210.52 |
| 2022-09-30 | $7.1M | 36k | 197.34 |
| 2022-06-30 | $7.6M | 37k | 207.76 |
| 2022-03-31 | $9.2M | 37k | 250.06 |
| 2021-12-31 | $10M | 38k | 264.43 |
| 2021-09-30 | $9.3M | 38k | 241.72 |
| 2021-06-30 | $9.5M | 39k | 242.08 |
| 2021-03-31 | $9.0M | 40k | 223.82 |
| 2020-12-31 | $8.5M | 40k | 211.84 |
| 2020-09-30 | $7.6M | 41k | 187.15 |
| 2020-06-30 | $7.2M | 42k | 171.68 |
| 2020-03-31 | $6.2M | 44k | 141.54 |
| 2019-12-31 | $7.9M | 44k | 178.43 |
| 2019-09-30 | $7.5M | 45k | 164.54 |
| 2019-06-30 | $7.7M | 48k | 162.79 |
| 2019-03-31 | $7.8M | 50k | 157.31 |
| 2018-12-31 | $7.2M | 52k | 138.69 |