iShares Russell 3000 Index shares owned by Atlantic Private Wealth
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Atlantic Private Wealth
from 13F filings
Historical chart of Atlantic Private Wealth investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Atlantic Private Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Atlantic Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $45k | 138 | 329.06 |
| 2024-06-30 | $43k | 139 | 307.62 |
| 2024-03-31 | $42k | 138 | 300.46 |
| 2023-12-31 | $38k | 138 | 273.41 |
| 2023-09-30 | $34k | 137 | 244.58 |
| 2023-06-30 | $35k | 137 | 253.99 |
| 2023-03-31 | $32k | 136 | 236.07 |