iShares Russell 3000 Index shares owned by Circle Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 3000 Index by Circle Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $6.1M | 22k | 273.74 |
2023-09-30 | $5.4M | 22k | 245.06 |
2023-06-30 | $853k | 3.4k | 254.48 |
2023-03-31 | $789k | 3.4k | 235.41 |
2022-12-31 | $740k | 3.4k | 220.68 |
2022-09-30 | $694k | 3.4k | 206.98 |
2022-06-30 | $729k | 3.4k | 217.42 |
2022-03-31 | $880k | 3.4k | 262.45 |
2021-12-31 | $982k | 3.5k | 277.56 |
2021-09-30 | $902k | 3.5k | 254.95 |
2021-06-30 | $905k | 3.5k | 255.79 |
2021-03-31 | $869k | 3.7k | 237.24 |
2020-12-31 | $819k | 3.7k | 223.59 |
2020-09-30 | $717k | 3.7k | 195.74 |
2020-06-30 | $660k | 3.7k | 180.18 |
2020-03-31 | $543k | 3.7k | 148.24 |
2019-12-31 | $579k | 3.1k | 188.54 |