iShares Russell 3000 Index shares owned by Financeware
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Financeware
from 13F filings
Historical chart of Financeware investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Financeware consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Financeware
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.0M | 10k | 300.08 |
| 2023-12-31 | $3.1M | 12k | 273.74 |
| 2023-09-30 | $2.8M | 12k | 245.06 |
| 2023-06-30 | $3.0M | 12k | 254.48 |
| 2023-03-31 | $2.8M | 12k | 235.41 |
| 2022-12-31 | $2.7M | 12k | 220.68 |
| 2022-09-30 | $2.5M | 12k | 207.06 |
| 2022-06-30 | $2.6M | 12k | 217.38 |
| 2022-03-31 | $3.2M | 12k | 262.36 |
| 2021-12-31 | $3.6M | 13k | 277.48 |
| 2021-09-30 | $3.3M | 13k | 254.89 |
| 2021-06-30 | $3.3M | 13k | 255.90 |
| 2021-03-31 | $3.0M | 13k | 237.25 |
| 2020-12-31 | $2.9M | 13k | 223.54 |
| 2020-09-30 | $2.5M | 13k | 195.73 |
| 2020-06-30 | $2.3M | 13k | 180.10 |
| 2020-03-31 | $1.9M | 13k | 148.31 |
| 2019-12-31 | $2.4M | 13k | 188.49 |
| 2019-09-30 | $2.3M | 13k | 173.79 |
| 2019-06-30 | $2.0M | 12k | 172.33 |
| 2019-03-31 | $2.0M | 12k | 166.68 |
| 2018-12-31 | $1.8M | 12k | 146.96 |
| 2018-09-30 | $2.3M | 13k | 172.30 |
| 2018-06-30 | $2.4M | 15k | 162.29 |
| 2018-03-31 | $2.3M | 15k | 156.31 |
| 2017-12-31 | $2.5M | 16k | 158.20 |
| 2017-09-30 | $2.5M | 17k | 149.27 |
| 2017-06-30 | $2.4M | 17k | 144.03 |
| 2017-03-31 | $2.3M | 17k | 139.92 |
| 2016-12-31 | $2.2M | 17k | 133.01 |
| 2016-09-30 | $2.3M | 18k | 128.16 |
| 2016-06-30 | $2.2M | 18k | 124.00 |
| 2016-03-31 | $2.7M | 22k | 120.86 |
| 2015-12-31 | $6.7M | 55k | 120.30 |
| 2015-09-30 | $2.6M | 23k | 113.91 |
| 2015-06-30 | $2.8M | 23k | 123.97 |
| 2015-03-31 | $2.9M | 24k | 123.85 |
| 2014-12-31 | $2.8M | 23k | 122.28 |
| 2014-09-30 | $2.7M | 23k | 116.80 |
| 2014-06-30 | $2.7M | 23k | 117.74 |
| 2014-03-31 | $2.6M | 23k | 112.31 |
| 2013-12-31 | $2.5M | 23k | 110.64 |
| 2013-09-30 | $2.3M | 23k | 101.15 |
| 2013-06-30 | $2.4M | 24k | 96.39 |