iShares Russell 3000 Index shares owned by Meridian Wealth Partners
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Meridian Wealth Partners
from 13F filings
Historical chart of Meridian Wealth Partners 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 Partners 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 Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $205k | 681 | 300.27 |
2021-09-30 | $151k | 591 | 255.50 |
2021-03-31 | $140k | 591 | 236.89 |
2020-12-31 | $132k | 591 | 223.35 |
2020-09-30 | $150k | 765 | 196.08 |
2020-06-30 | $138k | 765 | 180.39 |
2020-03-31 | $114k | 765 | 149.02 |
2019-12-31 | $76k | 402 | 189.05 |