Accurate Wealth Management »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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