iShares Russell 1000 Index shares owned by Opal Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Opal Wealth Advisors
from 13F filings
Historical chart of Opal 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 Opal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Index by Opal Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $223k | 774 | 288.03 |
2023-12-31 | $451k | 1.7k | 262.26 |
2023-09-30 | $215k | 916 | 234.91 |
2023-06-30 | $315k | 1.3k | 243.74 |
2022-12-31 | $537k | 2.6k | 210.52 |
2021-12-31 | $280k | 1.1k | 264.40 |