iShares Russell 3000 Index shares owned by BigSur Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by BigSur Wealth Management
from 13F filings
Historical chart of BigSur Wealth Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by BigSur Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $10M | 37k | 273.74 |
| 2023-09-30 | $9.7M | 40k | 246.07 |
| 2023-06-30 | $10M | 40k | 254.48 |
| 2023-03-31 | $9.3M | 40k | 235.41 |
| 2022-12-31 | $8.7M | 40k | 220.68 |
| 2022-09-30 | $8.2M | 40k | 207.04 |
| 2022-06-30 | $8.6M | 40k | 217.39 |
| 2022-03-31 | $10M | 40k | 262.38 |
| 2021-12-31 | $11M | 40k | 277.49 |
| 2021-09-30 | $10M | 40k | 254.86 |
| 2021-06-30 | $10M | 40k | 255.90 |
| 2021-03-31 | $9.4M | 40k | 237.24 |
| 2020-12-31 | $8.6M | 39k | 223.56 |
| 2020-09-30 | $7.5M | 39k | 195.71 |
| 2020-06-30 | $6.9M | 39k | 180.05 |
| 2020-03-31 | $6.2M | 42k | 148.34 |
| 2019-12-31 | $5.1M | 27k | 188.48 |
| 2019-09-30 | $4.7M | 27k | 173.78 |
| 2019-06-30 | $4.7M | 27k | 173.81 |
| 2019-03-31 | $4.5M | 27k | 166.70 |