iShares Russell 3000 Index shares owned by Aspiriant
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Aspiriant
from 13F filings
Historical chart of Aspiriant investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Aspiriant
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.9M | 26k | 300.09 |
| 2023-12-31 | $7.5M | 27k | 273.75 |
| 2023-09-30 | $6.7M | 27k | 245.07 |
| 2023-06-30 | $7.0M | 28k | 254.48 |
| 2023-03-31 | $6.8M | 29k | 235.41 |
| 2022-12-31 | $6.5M | 29k | 220.68 |
| 2022-09-30 | $6.4M | 31k | 206.98 |
| 2022-06-30 | $6.1M | 28k | 217.43 |
| 2022-03-31 | $5.9M | 23k | 262.36 |
| 2021-12-31 | $5.8M | 21k | 277.52 |
| 2021-09-30 | $5.3M | 21k | 254.87 |
| 2021-06-30 | $5.7M | 22k | 256.03 |
| 2021-03-31 | $5.3M | 22k | 237.20 |
| 2020-12-31 | $4.6M | 21k | 223.49 |
| 2020-09-30 | $4.2M | 22k | 195.82 |
| 2020-06-30 | $3.9M | 22k | 180.11 |
| 2020-03-31 | $2.9M | 20k | 148.38 |
| 2019-12-31 | $4.2M | 23k | 188.48 |
| 2019-09-30 | $3.9M | 23k | 173.79 |
| 2019-06-30 | $3.9M | 23k | 172.43 |
| 2019-03-31 | $3.8M | 23k | 166.71 |
| 2018-12-31 | $3.5M | 24k | 146.91 |
| 2018-09-30 | $2.6M | 15k | 172.26 |
| 2018-06-30 | $2.5M | 15k | 162.31 |
| 2018-03-31 | $2.3M | 15k | 156.34 |
| 2017-12-31 | $298k | 1.9k | 158.43 |
| 2017-09-30 | $3.4M | 23k | 149.29 |
| 2017-06-30 | $3.9M | 27k | 144.04 |
| 2017-03-31 | $3.9M | 28k | 139.90 |
| 2016-12-31 | $4.2M | 32k | 132.98 |
| 2016-09-30 | $4.7M | 37k | 128.19 |
| 2016-06-30 | $5.3M | 43k | 124.03 |
| 2016-03-31 | $6.8M | 56k | 120.86 |
| 2015-12-31 | $7.1M | 59k | 120.31 |
| 2015-09-30 | $17M | 152k | 113.89 |
| 2015-06-30 | $957k | 7.7k | 124.03 |
| 2015-03-31 | $854k | 6.9k | 123.88 |
| 2014-12-31 | $841k | 6.9k | 122.29 |
| 2014-09-30 | $762k | 6.5k | 116.85 |
| 2014-06-30 | $766k | 6.5k | 117.77 |
| 2014-03-31 | $985k | 8.8k | 112.28 |
| 2013-12-31 | $971k | 8.8k | 110.68 |
| 2013-09-30 | $355k | 3.5k | 101.08 |
| 2013-06-30 | $564k | 5.8k | 96.48 |
| 2013-03-31 | $544k | 5.8k | 93.47 |
| 2012-12-31 | $4.3M | 51k | 84.69 |
| 2012-09-30 | $326k | 3.8k | 84.79 |