iShares Russell 3000 Index shares owned by Ascent Wealth Partners
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Ascent Wealth Partners
from 13F filings
Historical chart of Ascent Wealth Partners investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Ascent Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 3000 Index by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.2M | 16k | 326.73 |
| 2024-06-30 | $4.9M | 16k | 308.67 |
| 2024-03-31 | $4.8M | 16k | 300.08 |
| 2023-12-31 | $4.5M | 16k | 273.74 |
| 2023-09-30 | $4.3M | 17k | 245.06 |
| 2023-06-30 | $4.5M | 18k | 254.48 |
| 2023-03-31 | $4.4M | 19k | 235.41 |
| 2022-12-31 | $4.5M | 20k | 220.68 |
| 2022-09-30 | $8.4M | 40k | 207.04 |
| 2022-06-30 | $4.4M | 20k | 217.41 |
| 2022-03-31 | $5.9M | 23k | 262.36 |
| 2021-12-31 | $5.9M | 21k | 277.50 |
| 2021-09-30 | $5.5M | 22k | 254.83 |
| 2021-06-30 | $6.0M | 24k | 255.91 |
| 2021-03-31 | $6.4M | 27k | 237.22 |
| 2020-12-31 | $6.0M | 27k | 223.54 |
| 2020-09-30 | $5.5M | 28k | 195.70 |
| 2020-06-30 | $5.4M | 30k | 180.06 |
| 2020-03-31 | $7.7M | 52k | 148.33 |