iShares Russell 3000 Index shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 3000 Index by Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 3.3k | 378.94 |
| 2025-06-30 | $1.2M | 3.3k | 351.00 |
| 2025-03-31 | $1.1M | 3.3k | 317.64 |
| 2024-12-31 | $443k | 1.3k | 334.25 |
| 2024-09-30 | $433k | 1.3k | 326.73 |
| 2024-06-30 | $455k | 1.5k | 308.67 |
| 2024-03-31 | $443k | 1.5k | 300.08 |
| 2023-12-31 | $405k | 1.5k | 274.81 |
| 2023-09-30 | $363k | 1.5k | 246.07 |
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