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iShares Russell 3000 Index shares owned by Cassady Schiller Wealth Management

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Cassady Schiller Wealth Management from 13F filings

Historical chart of Cassady Schiller 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 Cassady Schiller Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Index by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.0M 13k 308.67
2024-03-31 $4.0M 13k 300.08
2023-12-31 $3.6M 13k 273.74
2023-09-30 $3.2M 13k 245.06
2023-06-30 $3.4M 13k 254.48
2023-03-31 $3.1M 13k 235.41
2022-12-31 $2.9M 13k 220.68
2022-09-30 $2.7M 13k 207.01
2022-06-30 $2.9M 13k 217.42
2022-03-31 $3.4M 13k 262.36
2021-12-31 $3.6M 13k 277.51