Badgley Phelps Wealth Managers »

iShares Russell 3000 Index shares owned by Badgley Phelps Wealth Managers

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Badgley Phelps Wealth Managers from 13F filings

Historical chart of Badgley Phelps Wealth Managers investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by Badgley Phelps Wealth Managers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Index by Badgley Phelps Wealth Managers

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 5.1k 300.08
2023-12-31 $1.3M 4.6k 273.74
2023-09-30 $1.1M 4.6k 245.06
2023-06-30 $1.2M 4.6k 254.48
2023-03-31 $889k 3.8k 235.41
2022-12-31 $888k 4.0k 220.68
2022-09-30 $681k 3.3k 207.18
2022-06-30 $668k 3.1k 217.38
2022-03-31 $799k 3.0k 262.23
2021-12-31 $1.1M 4.1k 277.55
2021-09-30 $851k 3.3k 254.87