iShares Russell 3000 Index shares owned by Shakespeare Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Shakespeare Wealth Management
from 13F filings
Historical chart of Shakespeare 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 Shakespeare 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 Shakespeare Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $289k | 1.2k | 245.09 |
2023-06-30 | $307k | 1.2k | 254.51 |
2023-03-31 | $289k | 1.2k | 235.41 |
2022-12-31 | $271k | 1.2k | 220.68 |
2022-09-30 | $255k | 1.2k | 207.15 |
2022-06-30 | $270k | 1.2k | 219.33 |
2022-03-31 | $305k | 1.2k | 264.99 |
2021-12-31 | $278k | 1.0k | 278.00 |
2021-09-30 | $258k | 1.0k | 258.00 |
2021-06-30 | $284k | 1.1k | 262.96 |
2021-03-31 | $256k | 1.1k | 237.04 |
2020-12-31 | $241k | 1.1k | 223.15 |
2020-09-30 | $762k | 3.9k | 195.64 |
2020-06-30 | $701k | 3.9k | 179.97 |
2020-03-31 | $578k | 3.9k | 148.40 |
2019-12-31 | $260k | 1.4k | 188.13 |
2019-09-30 | $240k | 1.4k | 173.66 |
2019-06-30 | $238k | 1.4k | 172.21 |
2019-03-31 | $230k | 1.4k | 166.43 |
2018-12-31 | $203k | 1.4k | 146.89 |
More positions owned by Shakespeare Wealth Management
View all positions for Shakespeare Wealth Management