iShares Russell 3000 Index shares owned by Watermark Asset Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Watermark Asset Management
from 13F filings
Historical chart of Watermark Asset 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 Watermark Asset 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 Watermark Asset Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2018-12-31 | $29k | 199 | 145.73 |
2018-09-30 | $34k | 197 | 172.59 |
2018-06-30 | $32k | 196 | 163.27 |
2018-03-31 | $31k | 196 | 158.16 |
2017-12-31 | $33k | 211 | 156.40 |
2017-09-30 | $31k | 209 | 148.33 |
2017-06-30 | $30k | 208 | 144.23 |
2017-03-31 | $29k | 208 | 139.42 |
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