iShares Russell 3000 Index shares owned by Bp Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Bp Wealth Management
from 13F filings
Historical chart of Bp 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 Bp Wealth Management 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 Bp Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $264k | 696 | 378.94 |
| 2025-06-30 | $446k | 1.3k | 351.00 |
| 2024-12-31 | $616k | 1.8k | 334.25 |
| 2024-06-30 | $659k | 2.1k | 308.67 |
| 2024-03-31 | $641k | 2.1k | 300.08 |
| 2023-12-31 | $588k | 2.1k | 273.74 |
| 2023-09-30 | $526k | 2.1k | 245.06 |
| 2023-06-30 | $765k | 3.0k | 254.48 |
| 2023-03-31 | $1.1M | 4.7k | 235.41 |
| 2022-12-31 | $1.2M | 5.4k | 220.68 |
| 2022-09-30 | $1.1M | 5.4k | 207.05 |
| 2022-06-30 | $1.2M | 5.4k | 217.38 |
| 2022-03-31 | $1.4M | 5.5k | 262.19 |
| 2021-12-31 | $1.5M | 5.5k | 277.34 |
| 2021-09-30 | $1.8M | 7.0k | 254.85 |
| 2021-06-30 | $1.9M | 7.6k | 253.89 |
| 2021-03-31 | $2.9M | 12k | 237.21 |
| 2020-12-31 | $2.8M | 13k | 222.80 |
| 2020-09-30 | $2.5M | 13k | 196.89 |
| 2020-06-30 | $2.5M | 14k | 176.17 |
| 2020-03-31 | $28k | 193 | 145.08 |
| 2019-12-31 | $2.4M | 13k | 188.48 |
| 2019-09-30 | $2.2M | 13k | 173.74 |
| 2019-06-30 | $2.4M | 14k | 172.39 |