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iShares Russell 3000 Index shares owned by Lgl Partners

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Lgl Partners from 13F filings

Historical chart of Lgl Partners investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by Lgl Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $83M 304k 273.74
2023-09-30 $74M 302k 245.06
2023-06-30 $77M 302k 254.48
2023-03-31 $71M 301k 235.41
2022-12-31 $66M 300k 220.68
2022-09-30 $62M 299k 207.04
2022-06-30 $65M 297k 217.39
2022-03-31 $78M 297k 262.37
2021-12-31 $82M 296k 277.50