iShares Russell 3000 Index shares owned by 9258 Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by 9258 Wealth Management
from 13F filings
Historical chart of 9258 Wealth Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by 9258 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 7.8k | 326.73 |
| 2024-06-30 | $2.6M | 8.4k | 308.67 |
| 2024-03-31 | $2.5M | 8.5k | 300.08 |
| 2023-12-31 | $2.3M | 8.4k | 273.74 |
| 2023-09-30 | $2.1M | 8.7k | 245.06 |
| 2023-06-30 | $2.1M | 8.4k | 254.48 |
| 2023-03-31 | $1.1M | 4.5k | 235.41 |
| 2022-12-31 | $1.1M | 5.0k | 220.68 |
| 2022-09-30 | $1.1M | 5.2k | 207.02 |
| 2022-06-30 | $1.4M | 6.3k | 217.43 |
| 2022-03-31 | $1.8M | 6.9k | 262.30 |
| 2021-12-31 | $916k | 3.3k | 277.49 |