iShares Russell 3000 Index shares owned by Baldrige Asset Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Baldrige Asset Management
from 13F filings
Historical chart of Baldrige Asset Management investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Baldrige Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Baldrige Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $34k | 145 | 234.48 |
| 2022-12-31 | $32k | 145 | 220.69 |
| 2022-09-30 | $30k | 145 | 206.90 |
| 2022-06-30 | $32k | 145 | 220.69 |
| 2022-03-31 | $35k | 135 | 259.26 |
| 2021-12-31 | $37k | 135 | 274.07 |
| 2021-09-30 | $34k | 135 | 251.85 |
| 2021-06-30 | $35k | 135 | 259.26 |