iShares Russell 3000 Index shares owned by Aries Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Aries Wealth Management
from 13F filings
Historical chart of Aries Wealth Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Aries Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 15k | 326.73 |
| 2024-06-30 | $3.3M | 11k | 308.67 |
| 2024-03-31 | $3.3M | 11k | 300.08 |
| 2023-12-31 | $3.0M | 11k | 273.74 |
| 2023-09-30 | $2.7M | 11k | 249.19 |
| 2023-06-30 | $2.8M | 11k | 254.48 |
| 2023-03-31 | $2.6M | 11k | 235.41 |
| 2022-12-31 | $2.4M | 11k | 220.68 |
| 2022-09-30 | $2.4M | 11k | 223.95 |
| 2022-06-30 | $2.4M | 11k | 217.39 |
| 2021-12-31 | $21M | 76k | 277.50 |
| 2021-09-30 | $2.8M | 11k | 254.87 |
| 2021-06-30 | $2.8M | 11k | 255.88 |
| 2021-03-31 | $2.7M | 11k | 246.28 |
| 2020-12-31 | $2.5M | 11k | 229.02 |
| 2020-09-30 | $2.1M | 11k | 195.70 |
| 2020-06-30 | $2.0M | 11k | 180.10 |
| 2020-03-31 | $1.6M | 11k | 144.19 |
| 2019-12-31 | $2.1M | 11k | 189.51 |
| 2019-09-30 | $1.9M | 11k | 173.45 |
| 2019-06-30 | $1.9M | 11k | 175.48 |
| 2019-03-31 | $1.8M | 11k | 166.71 |
| 2018-12-31 | $1.6M | 11k | 146.96 |
| 2018-09-30 | $1.9M | 11k | 172.34 |
| 2018-06-30 | $1.8M | 11k | 166.99 |
| 2018-03-31 | $1.7M | 11k | 157.20 |
| 2017-12-31 | $1.8M | 11k | 165.88 |
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