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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

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Quarterly 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