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iShares Russell 3000 Index shares owned by GW & Wade

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by GW & Wade from 13F filings

Historical chart of GW & Wade investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by GW & Wade consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Index by GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7M 9.7k 273.77
2023-09-30 $2.4M 9.7k 245.07
2023-06-30 $2.5M 9.7k 254.52
2023-03-31 $2.3M 9.7k 235.40
2022-12-31 $2.1M 9.7k 220.70
2022-09-30 $2.0M 9.7k 207.03
2022-06-30 $2.1M 9.6k 217.40
2022-03-31 $2.5M 9.6k 262.36
2021-12-31 $2.7M 9.6k 277.45
2021-09-30 $2.4M 9.6k 254.87
2021-06-30 $2.5M 9.6k 255.91
2021-03-31 $2.3M 9.6k 237.28
2020-12-31 $2.1M 9.6k 223.54
2020-09-30 $1.9M 9.6k 195.75
2020-06-30 $1.7M 9.6k 180.04
2020-03-31 $1.4M 9.6k 148.30
2019-12-31 $1.8M 9.6k 188.47
2019-09-30 $1.7M 9.6k 173.80
2019-06-30 $1.7M 9.6k 172.34
2019-03-31 $1.6M 9.6k 166.72
2018-12-31 $1.4M 9.6k 146.95
2018-09-30 $1.7M 9.6k 172.34
2018-06-30 $1.6M 9.6k 162.24
2018-03-31 $1.5M 9.6k 156.31
2017-12-31 $1.5M 9.6k 158.19
2017-09-30 $1.4M 9.6k 149.24
2017-06-30 $1.4M 9.6k 144.03
2017-03-31 $1.3M 9.6k 139.87
2016-12-31 $1.3M 9.6k 133.00
2016-09-30 $1.2M 9.6k 128.21
2016-06-30 $1.2M 9.6k 124.05
2016-03-31 $1.2M 9.6k 120.82
2015-12-31 $1.2M 9.6k 120.30
2015-09-30 $1.1M 9.6k 113.85
2015-06-30 $1.2M 9.6k 123.95
2015-03-31 $1.2M 9.6k 123.84
2014-12-31 $1.2M 9.6k 122.28