iShares Russell 3000 Index shares owned by R. M. Davis
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by R. M. Davis
from 13F filings
Historical chart of R. M. Davis investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by R. M. Davis 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 R. M. Davis
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $44M | 161k | 273.74 |
| 2023-09-30 | $40M | 161k | 245.06 |
| 2023-06-30 | $41M | 160k | 254.48 |
| 2023-03-31 | $42M | 178k | 235.41 |
| 2022-12-31 | $39M | 178k | 220.68 |
| 2022-09-30 | $37M | 178k | 207.04 |
| 2022-06-30 | $39M | 178k | 217.39 |
| 2022-03-31 | $47M | 178k | 262.37 |
| 2021-12-31 | $49M | 178k | 277.50 |
| 2021-09-30 | $45M | 178k | 254.85 |
| 2021-06-30 | $46M | 178k | 255.91 |
| 2021-03-31 | $42M | 178k | 237.23 |
| 2020-12-31 | $40M | 178k | 223.55 |
| 2020-09-30 | $31M | 156k | 195.71 |
| 2020-06-30 | $28M | 156k | 180.06 |
| 2020-03-31 | $72M | 486k | 148.33 |
| 2019-12-31 | $92M | 486k | 188.49 |
| 2019-09-30 | $84M | 486k | 173.77 |
| 2019-06-30 | $85M | 491k | 172.36 |
| 2019-03-31 | $82M | 491k | 166.70 |
| 2018-12-31 | $70M | 476k | 146.92 |
| 2018-09-30 | $83M | 483k | 172.30 |
| 2018-06-30 | $73M | 449k | 162.29 |
| 2018-03-31 | $62M | 395k | 156.34 |
| 2017-12-31 | $63M | 395k | 158.17 |
| 2017-09-30 | $59M | 395k | 149.28 |
| 2017-06-30 | $57M | 395k | 144.02 |
| 2017-03-31 | $33M | 238k | 139.90 |
| 2016-12-31 | $53M | 397k | 132.98 |
| 2016-09-30 | $51M | 397k | 128.19 |
| 2016-06-30 | $49M | 397k | 124.02 |
| 2016-03-31 | $48M | 397k | 120.86 |
| 2015-12-31 | $48M | 397k | 120.31 |
| 2015-09-30 | $45M | 397k | 113.89 |
| 2015-06-30 | $49M | 397k | 123.98 |
| 2015-03-31 | $49M | 397k | 123.85 |