iShares Russell 3000 Index shares owned by Brian McDonald
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Brian McDonald
from 13F filings
Historical chart of Brian McDonald investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33M | 86k | 378.94 |
| 2025-06-30 | $32M | 91k | 351.00 |
| 2025-03-31 | $29M | 91k | 317.64 |
| 2024-12-31 | $32M | 96k | 334.25 |
| 2024-09-30 | $32M | 98k | 326.73 |
| 2024-06-30 | $31M | 99k | 308.67 |
| 2024-03-31 | $25M | 82k | 300.08 |
| 2023-09-30 | $20M | 82k | 245.06 |
| 2022-12-31 | $7.0M | 30k | 230.30 |
| 2022-09-30 | $6.3M | 29k | 218.68 |
| 2022-06-30 | $6.8M | 30k | 226.73 |
| 2022-03-31 | $7.8M | 30k | 257.92 |
| 2021-12-31 | $8.3M | 33k | 252.38 |
| 2021-09-30 | $8.8M | 33k | 269.23 |
| 2021-06-30 | $9.6M | 37k | 259.53 |
| 2021-03-31 | $8.5M | 34k | 249.54 |
| 2020-12-31 | $12M | 52k | 230.65 |
| 2020-09-30 | $8.5M | 42k | 203.42 |
| 2020-06-30 | $5.9M | 31k | 190.73 |
| 2020-03-31 | $6.9M | 43k | 162.76 |
| 2019-12-31 | $5.6M | 29k | 191.65 |
| 2019-09-30 | $11M | 60k | 175.88 |
| 2019-06-30 | $13M | 74k | 174.94 |
| 2019-03-31 | $8.7M | 51k | 170.14 |
| 2018-12-31 | $15M | 94k | 155.67 |
| 2018-09-30 | $10M | 63k | 161.18 |
| 2018-06-30 | $4.7M | 28k | 167.07 |
| 2018-03-31 | $1.4M | 8.9k | 159.59 |
| 2017-12-31 | $14M | 82k | 167.40 |
| 2017-09-30 | $2.4M | 16k | 152.21 |
| 2017-06-30 | $1.4M | 9.2k | 146.28 |
| 2017-03-31 | $1.7M | 12k | 141.79 |
| 2016-12-31 | $2.5M | 19k | 135.15 |
| 2016-09-30 | $386k | 3.0k | 127.65 |
| 2016-06-30 | $402k | 3.1k | 128.64 |
| 2016-03-31 | $375k | 3.1k | 122.23 |
| 2015-12-31 | $5.7M | 51k | 112.95 |
| 2015-09-30 | $323k | 2.8k | 114.01 |
| 2015-06-30 | $1.3M | 11k | 124.03 |
| 2015-03-31 | $663k | 5.4k | 123.76 |
| 2014-12-31 | $1.3M | 11k | 122.28 |
| 2014-09-30 | $637k | 5.5k | 116.75 |
| 2014-06-30 | $818k | 6.9k | 117.75 |
| 2014-03-31 | $745k | 6.6k | 112.32 |
| 2013-12-31 | $683k | 6.2k | 110.70 |
| 2013-09-30 | $1.5M | 15k | 101.13 |
| 2013-06-30 | $1.1M | 12k | 96.39 |
| 2012-12-31 | $963k | 11k | 84.64 |
| 2012-09-30 | $950k | 11k | 84.84 |
| 2012-06-30 | $991k | 12k | 80.43 |
| 2012-03-31 | $695k | 8.4k | 83.22 |
| 2011-12-31 | $556k | 7.5k | 74.11 |
| 2011-09-30 | $292k | 4.4k | 66.74 |
| 2011-06-30 | $347k | 4.4k | 79.31 |