iShares Russell 3000 Index shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut 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 Connecticut 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 Connecticut Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $364k | 1.2k | 300.08 |
2023-12-31 | $332k | 1.2k | 273.74 |
2023-09-30 | $299k | 1.2k | 245.06 |
2023-06-30 | $310k | 1.2k | 254.48 |
2023-03-31 | $287k | 1.2k | 235.41 |
2018-12-31 | $300k | 2.0k | 146.70 |
2018-09-30 | $351k | 2.0k | 172.65 |
2018-06-30 | $331k | 2.0k | 162.81 |
2018-03-31 | $311k | 2.0k | 152.98 |
2017-12-31 | $330k | 2.0k | 162.32 |
2017-09-30 | $307k | 2.0k | 151.01 |
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