iShares Russell 3000 Index shares owned by Burling Wealth Partners
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Burling Wealth Partners
from 13F filings
Historical chart of Burling Wealth Partners investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Burling Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $284k | 750 | 378.94 |
| 2025-06-30 | $263k | 750 | 351.00 |
| 2025-03-31 | $238k | 750 | 317.64 |