iShares Russell 3000 Index shares owned by WBI Investments
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by WBI Investments
from 13F filings
Historical chart of WBI Investments investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by WBI Investments consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by WBI Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.3M | 14k | 300.08 |
| 2023-12-31 | $3.4M | 13k | 273.74 |
| 2023-09-30 | $3.1M | 13k | 245.06 |
| 2023-06-30 | $3.0M | 12k | 254.48 |
| 2023-03-31 | $2.8M | 12k | 235.41 |
| 2022-12-31 | $4.0M | 18k | 220.68 |
| 2022-09-30 | $4.1M | 20k | 203.04 |
| 2022-03-31 | $13M | 49k | 262.35 |
| 2021-09-30 | $15M | 57k | 254.84 |
| 2020-09-30 | $17M | 86k | 195.72 |
| 2020-06-30 | $19M | 105k | 180.06 |