iShares Russell 3000 Index shares owned by Jackson Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Jackson Wealth Management
from 13F filings
Historical chart of Jackson 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 Jackson Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 3000 Index by Jackson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $767k | 2.8k | 273.83 |
| 2023-09-30 | $686k | 2.8k | 244.91 |
| 2023-06-30 | $713k | 2.8k | 254.55 |
| 2023-03-31 | $659k | 2.8k | 235.41 |
| 2022-12-31 | $618k | 2.8k | 220.68 |
| 2022-09-30 | $580k | 2.8k | 207.07 |
| 2022-03-31 | $735k | 2.8k | 262.41 |
| 2021-12-31 | $777k | 2.8k | 277.40 |
| 2021-06-30 | $717k | 2.8k | 255.98 |
| 2021-03-31 | $664k | 2.8k | 237.06 |
| 2020-12-31 | $626k | 2.8k | 223.49 |
| 2020-09-30 | $548k | 2.8k | 195.64 |
| 2020-06-30 | $512k | 2.8k | 180.09 |
| 2020-03-31 | $780k | 4.6k | 170.12 |
| 2019-12-31 | $4.3M | 22k | 192.25 |
| 2019-09-30 | $3.9M | 23k | 171.64 |
| 2019-06-30 | $4.1M | 23k | 175.46 |
| 2019-03-31 | $4.4M | 26k | 166.70 |
| 2018-12-31 | $3.4M | 24k | 143.50 |
| 2018-09-30 | $8.5M | 50k | 172.30 |
| 2018-06-30 | $7.7M | 46k | 168.54 |
| 2018-03-31 | $7.9M | 50k | 156.46 |
| 2017-12-31 | $8.8M | 54k | 162.42 |
| 2017-09-30 | $17M | 109k | 151.25 |
| 2017-06-30 | $16M | 107k | 146.39 |
| 2017-03-31 | $14M | 101k | 139.39 |
| 2016-12-31 | $8.8M | 65k | 134.59 |
| 2015-12-31 | $4.2M | 37k | 113.68 |
| 2015-09-30 | $4.1M | 36k | 113.90 |
| 2015-06-30 | $4.2M | 34k | 123.58 |
| 2015-03-31 | $4.0M | 33k | 123.85 |
| 2014-12-31 | $3.5M | 29k | 122.30 |