iShares Russell 3000 Index shares owned by Private Ocean
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Private Ocean consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $184k | 614 | 299.91 |
| 2023-12-31 | $168k | 614 | 273.58 |
| 2023-09-30 | $150k | 614 | 244.92 |
| 2023-06-30 | $156k | 614 | 254.33 |
| 2023-03-31 | $149k | 633 | 235.38 |
| 2022-12-31 | $140k | 633 | 220.65 |
| 2022-09-30 | $152k | 738 | 205.96 |
| 2022-06-30 | $163k | 753 | 216.47 |
| 2022-03-31 | $246k | 938 | 262.26 |
| 2021-12-31 | $366k | 1.3k | 277.69 |
| 2021-09-30 | $339k | 1.3k | 254.70 |
| 2021-06-30 | $302k | 1.2k | 256.15 |
| 2021-03-31 | $440k | 1.9k | 237.32 |
| 2020-12-31 | $415k | 1.9k | 223.84 |
| 2020-09-30 | $363k | 1.9k | 195.90 |
| 2020-06-30 | $312k | 1.7k | 179.72 |
| 2020-03-31 | $257k | 1.7k | 148.21 |
| 2019-12-31 | $277k | 1.5k | 188.44 |
| 2019-09-30 | $258k | 1.5k | 174.21 |
| 2019-06-30 | $255k | 1.5k | 172.30 |
| 2019-03-31 | $246k | 1.5k | 166.67 |
| 2018-12-31 | $96k | 657 | 146.12 |
| 2018-09-30 | $112k | 652 | 171.78 |
| 2018-06-30 | $105k | 650 | 161.54 |
| 2018-03-31 | $101k | 649 | 155.62 |
| 2017-12-31 | $102k | 648 | 157.41 |
| 2017-09-30 | $96k | 644 | 149.07 |
| 2017-06-30 | $92k | 642 | 143.30 |
| 2017-03-31 | $90k | 642 | 140.19 |
| 2016-12-31 | $85k | 640 | 132.81 |
| 2016-09-30 | $81k | 636 | 127.36 |
| 2016-06-30 | $79k | 633 | 124.80 |
| 2016-03-31 | $77k | 633 | 121.64 |
| 2015-12-31 | $76k | 628 | 121.02 |
| 2015-09-30 | $88k | 834 | 105.52 |
| 2015-06-30 | $103k | 834 | 123.50 |
| 2015-03-31 | $103k | 832 | 123.80 |
| 2014-12-31 | $101k | 829 | 121.83 |
| 2014-09-30 | $97k | 827 | 117.29 |
| 2014-06-30 | $97k | 827 | 117.29 |
| 2014-03-31 | $93k | 827 | 112.45 |
| 2013-12-31 | $92k | 827 | 111.25 |