iShares Russell 3000 Index shares owned by Aprio Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Aprio Wealth Management
from 13F filings
Historical chart of Aprio 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 Aprio 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 Aprio Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $892k | 2.7k | 326.73 |
2024-06-30 | $842k | 2.7k | 308.67 |
2024-03-31 | $819k | 2.7k | 300.08 |
2023-12-31 | $747k | 2.7k | 273.74 |
2023-09-30 | $669k | 2.7k | 245.06 |
2023-06-30 | $695k | 2.7k | 254.48 |
2023-03-31 | $642k | 2.7k | 235.41 |
2022-12-31 | $602k | 2.7k | 220.68 |
2022-09-30 | $565k | 2.7k | 207.04 |