iShares Russell 3000 Index shares owned by Calamos Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Calamos Wealth Management
from 13F filings
Historical chart of Calamos Wealth Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Calamos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $68M | 178k | 378.94 |
| 2025-06-30 | $63M | 178k | 351.00 |
| 2025-03-31 | $60M | 190k | 317.64 |
| 2024-12-31 | $56M | 168k | 334.25 |
| 2024-09-30 | $53M | 161k | 326.73 |
| 2024-06-30 | $50M | 160k | 308.67 |
| 2024-03-31 | $47M | 156k | 300.08 |
| 2023-12-31 | $43M | 157k | 273.74 |
| 2023-09-30 | $38M | 155k | 245.06 |
| 2023-06-30 | $40M | 158k | 254.48 |
| 2023-03-31 | $35M | 149k | 235.41 |
| 2022-12-31 | $33M | 151k | 220.68 |
| 2022-09-30 | $29M | 138k | 207.04 |
| 2022-06-30 | $30M | 138k | 217.39 |
| 2022-03-31 | $36M | 138k | 262.37 |
| 2021-12-31 | $36M | 128k | 277.50 |
| 2021-09-30 | $30M | 119k | 254.85 |
| 2021-06-30 | $30M | 119k | 255.91 |
| 2021-03-31 | $30M | 126k | 237.23 |
| 2020-12-31 | $29M | 130k | 223.55 |
| 2020-09-30 | $28M | 144k | 195.71 |
| 2020-06-30 | $23M | 130k | 180.06 |
| 2020-03-31 | $19M | 130k | 148.33 |
| 2019-12-31 | $25M | 132k | 188.49 |
| 2019-09-30 | $23M | 132k | 173.77 |
| 2019-06-30 | $29M | 165k | 172.36 |
| 2019-03-31 | $28M | 167k | 166.70 |
| 2018-12-31 | $27M | 181k | 146.92 |
| 2018-09-30 | $31M | 182k | 172.30 |
| 2018-06-30 | $18M | 110k | 162.29 |
| 2018-03-31 | $17M | 110k | 156.34 |
| 2017-12-31 | $16M | 100k | 158.17 |
| 2017-09-30 | $15M | 101k | 149.28 |
| 2017-06-30 | $15M | 101k | 144.02 |
| 2017-03-31 | $14M | 100k | 139.90 |
| 2016-12-31 | $11M | 80k | 132.98 |
| 2016-09-30 | $10M | 80k | 128.19 |
| 2016-06-30 | $9.9M | 80k | 124.02 |
| 2016-03-31 | $6.7M | 55k | 120.87 |
| 2015-12-31 | $5.4M | 45k | 120.32 |
| 2015-09-30 | $5.6M | 49k | 113.89 |
| 2015-06-30 | $670k | 5.4k | 124.01 |
| 2015-03-31 | $669k | 5.4k | 123.82 |
| 2014-12-31 | $670k | 5.5k | 122.26 |