Opal Wealth Advisors »

iShares Russell 1000 Growth Index shares owned by Opal Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Opal Wealth Advisors from 13F filings

Historical chart of Opal Wealth Advisors investment in iShares Russell 1000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Growth Index held by Opal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 1000 Growth Index by Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $209k 619 337.05
2023-12-31 $442k 1.5k 303.17
2023-09-30 $289k 1.1k 265.99
2022-12-31 $391k 1.8k 214.24

More positions owned by Opal Wealth Advisors

Putnam Etf Trust Focused Lar Cap (PVAL)
Legg Mason Etf Invt Clearbrideg Lr (LRGE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr New York Mun Etf (NYF)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Microsoft Corporation (MSFT)
Pimco Etf Tr Inter Mun Bd Act (MUNI)

View all positions for Opal Wealth Advisors

Top funds holding iShares Russell 1000 Growth Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Pnc Financial Services
Raymond James & Associates
M^T Bank Corporation
Baird Financial
Tiaa Trust, National Association
Branch Banking & Trust Company
Commonwealth Equity Services
Royal Bank of Canada
Signature
Stifel Financial

View all funds holding iShares Russell 1000 Growth Index