iShares Russell 3000 Index shares owned by Balasa Dinverno & Foltz
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Balasa Dinverno & Foltz
from 13F filings
Historical chart of Balasa Dinverno & Foltz investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Balasa Dinverno & Foltz 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 Balasa Dinverno & Foltz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $321k | 1.6k | 207.10 |
| 2022-06-30 | $337k | 1.6k | 217.42 |
| 2022-03-31 | $407k | 1.6k | 262.58 |
| 2021-12-31 | $392k | 1.4k | 277.62 |
| 2021-09-30 | $360k | 1.4k | 254.96 |
| 2021-06-30 | $332k | 1.3k | 255.78 |
| 2021-03-31 | $308k | 1.3k | 237.29 |
| 2020-12-31 | $290k | 1.3k | 223.42 |
| 2020-09-30 | $231k | 1.2k | 195.76 |
| 2020-06-30 | $213k | 1.2k | 180.51 |
| 2020-03-31 | $474k | 3.2k | 148.26 |
| 2019-12-31 | $603k | 3.2k | 188.61 |
| 2019-09-30 | $556k | 3.2k | 173.91 |
| 2019-06-30 | $551k | 3.2k | 172.35 |
| 2019-03-31 | $533k | 3.2k | 166.72 |
| 2018-12-31 | $470k | 3.2k | 147.01 |
| 2018-09-30 | $581k | 3.4k | 172.25 |
| 2018-06-30 | $547k | 3.4k | 162.17 |
| 2018-03-31 | $522k | 3.3k | 156.33 |
| 2017-12-31 | $514k | 3.2k | 158.30 |
| 2017-09-30 | $485k | 3.2k | 149.41 |
| 2017-06-30 | $454k | 3.2k | 144.08 |
| 2017-03-31 | $456k | 3.3k | 139.92 |
| 2016-12-31 | $319k | 2.4k | 133.08 |
| 2016-09-30 | $286k | 2.2k | 128.25 |
| 2016-06-30 | $277k | 2.2k | 124.22 |
| 2016-03-31 | $269k | 2.2k | 120.63 |
| 2015-12-31 | $268k | 2.2k | 120.23 |
| 2015-09-30 | $254k | 2.2k | 113.95 |
| 2015-06-30 | $276k | 2.2k | 123.82 |
| 2015-03-31 | $276k | 2.2k | 123.82 |
| 2014-12-31 | $273k | 2.2k | 122.48 |
| 2014-09-30 | $260k | 2.2k | 116.64 |
| 2014-06-30 | $262k | 2.2k | 117.54 |
| 2014-03-31 | $250k | 2.2k | 112.16 |
| 2013-12-31 | $246k | 2.2k | 110.76 |
| 2013-09-30 | $225k | 2.2k | 101.31 |
| 2013-06-30 | $214k | 2.2k | 96.35 |