iShares Russell 1000 Index shares owned by Optimist Retirement Group
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Optimist Retirement Group
from 13F filings
Historical chart of Optimist Retirement Group investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Optimist Retirement Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 1000 Index by Optimist Retirement Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 3.5k | 365.48 |
| 2025-06-30 | $1.2M | 3.5k | 339.57 |
| 2025-03-31 | $1.1M | 3.4k | 306.74 |
| 2024-12-31 | $1.1M | 3.4k | 322.16 |
| 2024-09-30 | $1.1M | 3.4k | 314.39 |
| 2024-06-30 | $1.0M | 3.4k | 297.54 |
| 2024-03-31 | $990k | 3.4k | 288.03 |
| 2023-12-31 | $902k | 3.4k | 262.26 |