iShares Russell 3000 Index shares owned by Meridian Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Meridian Wealth Management
from 13F filings
Historical chart of Meridian Wealth Management investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Meridian Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 3000 Index by Meridian Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $396k | 1.3k | 300.08 |
2023-12-31 | $362k | 1.3k | 273.74 |
2023-09-30 | $647k | 2.6k | 245.06 |
2023-06-30 | $323k | 1.3k | 254.48 |
2023-03-31 | $299k | 1.3k | 235.41 |
2022-12-31 | $281k | 1.3k | 220.68 |
2022-09-30 | $264k | 1.3k | 207.06 |
2022-06-30 | $277k | 1.3k | 217.25 |
2022-03-31 | $331k | 1.3k | 262.28 |
2021-12-31 | $350k | 1.3k | 277.34 |
2021-09-30 | $322k | 1.3k | 255.15 |
2021-06-30 | $323k | 1.3k | 255.94 |
2021-03-31 | $299k | 1.3k | 236.93 |
2020-12-31 | $282k | 1.3k | 223.45 |
2020-09-30 | $246k | 1.3k | 194.93 |
2020-06-30 | $227k | 1.3k | 179.87 |
2019-12-31 | $237k | 1.3k | 187.80 |
2019-09-30 | $219k | 1.3k | 173.53 |
2019-06-30 | $2.2M | 1.3k | 1723.45 |
2019-03-31 | $2.1M | 1.3k | 1667.19 |
2018-06-30 | $207k | 1.3k | 162.48 |
2017-12-31 | $202k | 1.3k | 158.56 |
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