iShares Russell 3000 Index shares owned by Abound Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Abound Wealth Management
from 13F filings
Historical chart of Abound Wealth 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 Abound Wealth Management 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 Abound Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $120k | 388 | 308.62 |
| 2024-03-31 | $116k | 388 | 300.03 |
| 2023-12-31 | $106k | 388 | 273.69 |
| 2023-09-30 | $102k | 417 | 244.92 |
| 2023-06-30 | $106k | 417 | 254.33 |
| 2023-03-31 | $98k | 416 | 235.60 |
| 2022-12-31 | $101k | 457 | 220.56 |
| 2022-09-30 | $94k | 456 | 207.03 |
| 2022-06-30 | $99k | 455 | 217.51 |
| 2022-03-31 | $119k | 455 | 262.25 |
| 2021-12-31 | $126k | 454 | 277.70 |