iShares Russell 3000 Index shares owned by Cahaba Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Cahaba Wealth Management
from 13F filings
Historical chart of Cahaba 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 Cahaba Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 3000 Index by Cahaba Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.1M | 3.4k | 326.70 |
2024-06-30 | $1.0M | 3.4k | 308.65 |
2024-03-31 | $1.0M | 3.4k | 300.11 |
2023-12-31 | $918k | 3.4k | 273.74 |
2023-09-30 | $1.4M | 5.8k | 245.07 |
2023-06-30 | $1.5M | 6.0k | 254.49 |
2023-03-31 | $1.4M | 6.0k | 235.41 |
2022-12-31 | $1.3M | 6.0k | 220.67 |
2022-09-30 | $1.2M | 6.0k | 206.99 |
2022-06-30 | $2.0M | 9.0k | 217.29 |
2022-03-31 | $2.3M | 9.8k | 238.64 |
2021-12-31 | $2.8M | 10k | 277.55 |
2021-09-30 | $2.9M | 11k | 254.79 |
2021-06-30 | $2.8M | 12k | 237.18 |
2021-03-31 | $2.8M | 12k | 237.18 |
2020-12-31 | $2.8M | 12k | 230.62 |
2020-09-30 | $2.4M | 12k | 195.71 |
2020-06-30 | $2.4M | 13k | 189.89 |
2020-03-31 | $1.9M | 13k | 148.30 |
2019-12-31 | $2.4M | 13k | 188.49 |
2019-09-30 | $2.2M | 13k | 173.72 |
2019-06-30 | $2.2M | 13k | 172.36 |
2019-03-31 | $2.1M | 12k | 166.67 |
2018-12-31 | $1.8M | 13k | 146.89 |
2018-09-30 | $2.1M | 12k | 172.56 |
2018-06-30 | $2.1M | 12k | 166.71 |
2018-03-31 | $1.9M | 12k | 152.73 |
2017-12-31 | $2.1M | 13k | 158.16 |
2017-09-30 | $2.0M | 13k | 149.25 |