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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

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Quarterly reported holdings in iShares Russell 3000 Index by Bradley & Co. Private Wealth Management

Quarter filed Position value Share count Share price at filing
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