iShares Russell 3000 Index shares owned by Breakwater Investment Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Breakwater Investment Management
from 13F filings
Historical chart of Breakwater Investment Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Breakwater Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32k | 83 | 378.95 |
| 2025-06-30 | $29k | 83 | 351.00 |
| 2025-03-31 | $26k | 83 | 317.65 |
| 2024-12-31 | $28k | 83 | 334.25 |
| 2024-09-30 | $27k | 83 | 326.73 |
| 2024-06-30 | $26k | 83 | 308.67 |
| 2024-03-31 | $29k | 96 | 300.08 |
More positions owned by Breakwater Investment Management
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