iShares Russell 3000 Index shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 3.4k | 378.94 |
| 2025-06-30 | $1.2M | 3.4k | 350.92 |
| 2025-03-31 | $1.1M | 3.4k | 317.50 |
| 2024-12-31 | $1.1M | 3.4k | 331.38 |
| 2024-09-30 | $1.1M | 3.4k | 332.16 |