iShares Russell 3000 Index shares owned by BT Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by BT Wealth Management
from 13F filings
Historical chart of BT Wealth Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by BT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $237k | 1.1k | 217.43 |
| 2022-03-31 | $286k | 1.1k | 262.39 |
| 2021-12-31 | $302k | 1.1k | 277.06 |
| 2021-09-30 | $288k | 1.1k | 254.42 |
| 2021-06-30 | $290k | 1.1k | 256.18 |
| 2021-03-31 | $378k | 1.6k | 236.99 |
| 2020-12-31 | $383k | 1.7k | 223.72 |
| 2020-09-30 | $335k | 1.7k | 195.79 |
| 2020-06-30 | $596k | 3.3k | 179.95 |
| 2020-03-31 | $494k | 3.3k | 148.39 |
| 2019-12-31 | $626k | 3.3k | 188.61 |
| 2019-09-30 | $540k | 3.1k | 173.69 |
| 2019-06-30 | $525k | 3.1k | 169.30 |
| 2019-03-31 | $447k | 2.7k | 166.85 |
| 2018-12-31 | $1.8M | 11k | 162.46 |
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