iShares Russell 1000 Growth Index shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Growth Index (IWF) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in iShares Russell 1000 Growth Index
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Quarterly reported holdings in iShares Russell 1000 Growth Index by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $395k | 1.1k | 375.38 |
| 2024-06-30 | $401k | 1.1k | 364.51 |
| 2024-03-31 | $563k | 1.7k | 337.05 |
| 2023-12-31 | $537k | 1.8k | 303.17 |
| 2023-09-30 | $572k | 2.2k | 265.99 |
| 2023-06-30 | $592k | 2.2k | 275.18 |
| 2023-03-31 | $543k | 2.2k | 244.33 |
| 2022-12-31 | $658k | 3.1k | 214.24 |
| 2022-09-30 | $1.0M | 4.9k | 210.31 |
| 2022-06-30 | $1.1M | 5.2k | 218.68 |
| 2022-03-31 | $1.5M | 5.2k | 277.60 |
| 2021-12-31 | $1.7M | 5.6k | 305.55 |
| 2021-09-30 | $1.7M | 6.3k | 274.02 |
| 2021-06-30 | $1.9M | 7.0k | 271.43 |
| 2021-03-31 | $2.1M | 8.5k | 243.01 |
| 2020-12-31 | $2.2M | 9.0k | 241.18 |
| 2020-09-30 | $2.0M | 9.1k | 216.92 |
| 2020-06-30 | $1.8M | 9.3k | 192.00 |
| 2020-03-31 | $1.6M | 10k | 150.63 |
| 2019-12-31 | $2.8M | 16k | 175.90 |
| 2019-09-30 | $2.7M | 17k | 159.64 |
| 2019-06-30 | $2.7M | 17k | 157.32 |
| 2019-03-31 | $2.6M | 17k | 151.36 |
| 2018-12-31 | $2.3M | 18k | 130.94 |
| 2018-09-30 | $2.8M | 18k | 155.98 |
| 2018-06-30 | $2.5M | 18k | 143.80 |
| 2018-03-31 | $2.7M | 20k | 136.11 |
| 2017-12-31 | $2.8M | 21k | 134.67 |
| 2017-09-30 | $2.7M | 22k | 125.05 |
| 2017-06-30 | $2.4M | 21k | 119.02 |
| 2017-03-31 | $2.4M | 21k | 113.79 |
| 2016-12-31 | $2.3M | 22k | 104.92 |
| 2016-09-30 | $2.0M | 20k | 104.18 |
| 2016-06-30 | $2.0M | 20k | 100.39 |
| 2016-03-31 | $2.0M | 20k | 99.78 |
| 2015-12-31 | $2.0M | 20k | 99.50 |
| 2015-09-30 | $1.6M | 18k | 92.99 |
| 2015-03-31 | $1.7M | 17k | 98.91 |
| 2014-12-31 | $1.7M | 18k | 95.62 |
| 2014-09-30 | $1.5M | 17k | 91.65 |
| 2014-06-30 | $1.5M | 17k | 86.57 |
| 2014-03-31 | $1.5M | 17k | 86.57 |
| 2013-12-31 | $1.7M | 19k | 85.96 |
| 2013-09-30 | $1.4M | 18k | 78.21 |
| 2011-12-31 | $712k | 12k | 57.81 |
| 2011-09-30 | $907k | 17k | 52.60 |
| 2011-06-30 | $1.6M | 26k | 60.45 |
| 2011-03-31 | $1.6M | 26k | 60.45 |
| 2010-12-31 | $1.4M | 25k | 57.28 |
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