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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Orgel Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Index by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |