iShares Russell 3000 Index shares owned by Whittier Trust
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Whittier Trust
from 13F filings
Historical chart of Whittier Trust investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Whittier Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 3000 Index by Whittier Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.4M | 20k | 273.73 |
| 2023-09-30 | $5.2M | 21k | 245.06 |
| 2023-06-30 | $6.4M | 25k | 254.48 |
| 2023-03-31 | $5.9M | 25k | 235.41 |
| 2022-12-31 | $5.6M | 25k | 220.68 |
| 2022-09-30 | $5.3M | 25k | 207.02 |
| 2022-06-30 | $5.5M | 25k | 217.37 |
| 2022-03-31 | $6.7M | 25k | 262.37 |
| 2021-12-31 | $7.1M | 25k | 277.51 |
| 2021-09-30 | $6.5M | 25k | 254.86 |
| 2021-06-30 | $6.5M | 25k | 255.89 |
| 2021-03-31 | $6.0M | 25k | 237.23 |
| 2020-12-31 | $5.7M | 25k | 223.57 |
| 2020-09-30 | $5.0M | 25k | 195.72 |
| 2020-06-30 | $4.6M | 25k | 180.05 |
| 2020-03-31 | $3.8M | 25k | 148.33 |
| 2019-12-31 | $4.8M | 25k | 188.48 |
| 2019-09-30 | $4.7M | 27k | 173.76 |
| 2019-06-30 | $4.7M | 27k | 172.35 |
| 2019-03-31 | $5.1M | 30k | 166.70 |
| 2018-12-31 | $4.4M | 30k | 146.92 |
| 2018-09-30 | $5.1M | 30k | 172.30 |
| 2018-06-30 | $4.4M | 37k | 117.73 |
| 2018-03-31 | $5.2M | 34k | 156.33 |
| 2017-12-31 | $5.1M | 32k | 158.16 |
| 2017-09-30 | $4.8M | 32k | 149.28 |
| 2017-06-30 | $4.7M | 32k | 144.01 |
| 2017-03-31 | $4.5M | 33k | 139.90 |
| 2016-12-31 | $4.4M | 33k | 132.97 |
| 2016-09-30 | $4.2M | 33k | 128.20 |
| 2016-06-30 | $4.1M | 33k | 124.01 |
| 2016-03-31 | $6.5M | 54k | 120.85 |
| 2015-12-31 | $6.5M | 54k | 120.32 |
| 2015-09-30 | $6.3M | 55k | 113.90 |
| 2015-06-30 | $6.8M | 55k | 123.99 |
| 2015-03-31 | $7.0M | 56k | 123.86 |
| 2014-12-31 | $4.5M | 37k | 122.29 |
| 2014-09-30 | $4.3M | 37k | 116.80 |
| 2014-06-30 | $4.4M | 37k | 117.73 |
| 2014-03-31 | $4.2M | 37k | 112.31 |
| 2013-12-31 | $4.1M | 37k | 110.65 |
| 2013-09-30 | $3.7M | 37k | 101.15 |
| 2013-06-30 | $3.6M | 37k | 96.40 |
| 2012-03-31 | $3.1M | 38k | 83.27 |