iShares Russell 1000 Index shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 2.9k | 365.48 |
| 2025-06-30 | $987k | 2.9k | 339.57 |
| 2025-03-31 | $892k | 2.9k | 306.74 |
| 2024-12-31 | $658k | 2.0k | 322.16 |
| 2024-09-30 | $642k | 2.0k | 314.39 |
| 2024-06-30 | $608k | 2.0k | 297.54 |
| 2024-03-31 | $588k | 2.0k | 288.03 |
| 2023-12-31 | $536k | 2.0k | 262.26 |
| 2023-09-30 | $480k | 2.0k | 234.91 |
| 2023-06-30 | $498k | 2.0k | 243.74 |
| 2023-03-31 | $460k | 2.0k | 225.23 |
| 2022-12-31 | $430k | 2.0k | 210.52 |