iShares Russell 3000 Index shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.1M | 22k | 273.74 |
| 2023-09-30 | $5.5M | 22k | 245.06 |
| 2023-06-30 | $5.7M | 22k | 254.48 |
| 2023-03-31 | $5.3M | 22k | 235.42 |
| 2022-12-31 | $5.1M | 23k | 220.68 |
| 2022-09-30 | $4.7M | 23k | 207.02 |
| 2022-06-30 | $5.1M | 23k | 217.39 |
| 2022-03-31 | $6.4M | 25k | 262.34 |
| 2021-12-31 | $6.8M | 25k | 277.49 |
| 2021-09-30 | $6.3M | 25k | 254.86 |
| 2021-06-30 | $6.2M | 24k | 255.93 |
| 2021-03-31 | $3.1M | 13k | 237.27 |
| 2020-12-31 | $5.4M | 24k | 223.55 |
| 2020-09-30 | $5.1M | 26k | 195.72 |
| 2020-06-30 | $2.4M | 13k | 180.09 |
| 2020-03-31 | $2.0M | 13k | 148.34 |
| 2019-12-31 | $2.5M | 13k | 188.46 |
| 2019-09-30 | $2.3M | 13k | 173.75 |
| 2019-06-30 | $2.3M | 13k | 172.33 |
| 2019-03-31 | $2.4M | 14k | 166.70 |
| 2018-12-31 | $2.1M | 14k | 146.93 |
| 2018-09-30 | $2.6M | 15k | 172.29 |
| 2018-06-30 | $2.4M | 15k | 162.31 |
| 2018-03-31 | $2.3M | 15k | 156.32 |
| 2017-12-31 | $2.2M | 14k | 158.20 |
| 2017-09-30 | $2.1M | 14k | 149.30 |
| 2017-06-30 | $2.1M | 14k | 143.99 |
| 2017-03-31 | $2.0M | 14k | 139.88 |
| 2016-12-31 | $1.8M | 14k | 133.00 |
| 2016-09-30 | $1.0M | 8.1k | 128.23 |
| 2016-06-30 | $700k | 5.6k | 124.05 |
| 2016-03-31 | $495k | 4.1k | 120.82 |
| 2015-12-31 | $493k | 4.1k | 120.33 |
| 2015-09-30 | $467k | 4.1k | 113.99 |
| 2015-06-30 | $508k | 4.1k | 123.99 |
| 2015-03-31 | $444k | 3.6k | 123.95 |
| 2014-12-31 | $438k | 3.6k | 122.28 |
| 2014-09-30 | $418k | 3.6k | 116.69 |
| 2014-06-30 | $422k | 3.6k | 117.81 |
| 2014-03-31 | $402k | 3.6k | 112.23 |
| 2013-12-31 | $460k | 4.2k | 110.63 |
| 2013-09-30 | $1.4M | 14k | 101.15 |
| 2013-06-30 | $1.4M | 14k | 96.43 |
| 2013-03-31 | $340k | 3.6k | 93.54 |
| 2012-12-31 | $308k | 3.6k | 84.73 |
| 2012-09-30 | $308k | 3.6k | 84.73 |
| 2012-06-30 | $292k | 3.6k | 80.33 |
| 2012-03-31 | $303k | 3.6k | 83.36 |