iShares Russell 3000 Index shares owned by Bradley & Co. Private Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Bradley & Co. Private Wealth Management
from 13F filings
Historical chart of Bradley & Co. Private 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 Bradley & Co. Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 3000 Index by Bradley & Co. Private Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $481k | 1.6k | 308.67 |
2024-03-31 | $467k | 1.6k | 300.08 |
2023-12-31 | $426k | 1.6k | 273.74 |
2023-09-30 | $382k | 1.6k | 245.06 |
2023-06-30 | $396k | 1.6k | 254.48 |
2023-03-31 | $367k | 1.6k | 235.41 |
2022-12-31 | $344k | 1.6k | 220.68 |
2022-09-30 | $322k | 1.6k | 206.81 |
2022-06-30 | $338k | 1.6k | 217.08 |
2022-03-31 | $409k | 1.6k | 262.68 |
2021-12-31 | $432k | 1.6k | 277.46 |
2021-09-30 | $397k | 1.6k | 254.98 |
2021-06-30 | $398k | 1.6k | 255.62 |
2021-03-31 | $369k | 1.6k | 236.99 |
More positions owned by Bradley & Co. Private Wealth Management
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