iShares Russell 3000 Index shares owned by Rockwood Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Rockwood Wealth Management
from 13F filings
Historical chart of Rockwood 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 Rockwood Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 3000 Index by Rockwood Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $311k | 1.0k | 300.08 |
2023-12-31 | $284k | 1.0k | 273.74 |
2023-09-30 | $254k | 1.0k | 245.06 |
2023-06-30 | $264k | 1.0k | 254.48 |
2023-03-31 | $244k | 1.0k | 235.41 |
2022-12-31 | $232k | 1.1k | 220.68 |
2022-09-30 | $218k | 1.1k | 207.04 |
2022-06-30 | $229k | 1.1k | 217.39 |
2022-03-31 | $276k | 1.1k | 262.37 |
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