iShares Russell 3000 Index shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate 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 Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 3000 Index by Accurate Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $385k | 1.4k | 283.16 |
2023-12-31 | $392k | 1.4k | 273.24 |
2023-09-30 | $358k | 1.4k | 249.46 |
2023-06-30 | $406k | 1.6k | 258.45 |
2023-03-31 | $444k | 1.9k | 235.01 |
2022-12-31 | $443k | 2.0k | 225.56 |
2022-09-30 | $611k | 2.9k | 212.45 |
2022-06-30 | $357k | 1.6k | 224.81 |
2022-03-31 | $365k | 1.4k | 262.40 |
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