iShares Russell 3000 Index shares owned by Activest Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Activest Wealth Management
from 13F filings
Historical chart of Activest 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 Activest 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 Activest Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $24k | 73 | 326.73 |
2024-06-30 | $23k | 73 | 308.67 |
2024-03-31 | $22k | 73 | 300.08 |
2023-12-31 | $20k | 73 | 273.74 |
2023-09-30 | $18k | 73 | 245.05 |
2023-03-31 | $17k | 73 | 231.95 |
2022-06-30 | $16k | 73 | 219.18 |
2022-03-31 | $19k | 73 | 260.27 |
2021-12-31 | $21k | 76 | 276.32 |
2021-09-30 | $19k | 76 | 250.00 |
2021-06-30 | $21k | 84 | 250.00 |
2021-03-31 | $20k | 84 | 238.10 |
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