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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

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Quarterly reported holdings in iShares Russell 3000 Index by Activest Wealth Management

Quarter filed Position value Share count Share price at filing
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