iShares Russell 3000 Index shares owned by Lutz Financial Services
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.6M | 15k | 300.08 |
| 2023-12-31 | $4.2M | 15k | 273.74 |
| 2023-09-30 | $3.7M | 15k | 245.06 |
| 2023-06-30 | $3.9M | 15k | 254.48 |
| 2023-03-31 | $3.6M | 15k | 235.41 |
| 2022-12-31 | $3.4M | 15k | 220.68 |
| 2022-09-30 | $3.2M | 15k | 207.04 |
| 2022-06-30 | $3.3M | 15k | 217.40 |
| 2022-03-31 | $4.0M | 15k | 262.37 |
| 2021-12-31 | $4.4M | 16k | 277.48 |
| 2021-09-30 | $4.0M | 16k | 254.86 |
| 2021-06-30 | $4.1M | 16k | 255.94 |
| 2021-03-31 | $3.8M | 16k | 237.24 |
| 2020-12-31 | $3.5M | 16k | 223.53 |
| 2020-09-30 | $3.6M | 18k | 195.71 |
| 2020-06-30 | $3.3M | 18k | 180.06 |
| 2020-03-31 | $3.2M | 21k | 148.31 |
| 2019-12-31 | $4.0M | 21k | 188.51 |
| 2019-09-30 | $3.7M | 21k | 173.79 |
| 2019-06-30 | $3.7M | 21k | 172.34 |
| 2019-03-31 | $3.6M | 21k | 166.68 |
| 2018-12-31 | $5.8M | 39k | 146.93 |
| 2018-09-30 | $986k | 5.7k | 172.26 |