iShares Russell 3000 Index shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Castle Rock Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $4.1M | 13k | 325.17 |
2024-06-30 | $3.8M | 12k | 309.28 |
2024-03-31 | $3.3M | 12k | 286.49 |
2023-12-31 | $2.4M | 9.1k | 268.28 |
2023-09-30 | $1.6M | 6.7k | 245.12 |
2023-06-30 | $1.7M | 6.6k | 254.29 |
2023-03-31 | $1.5M | 6.5k | 235.33 |
2022-12-31 | $1.7M | 7.1k | 234.30 |
2022-09-30 | $857k | 4.1k | 207.41 |
2022-06-30 | $630k | 2.8k | 224.92 |
2022-03-31 | $914k | 3.5k | 258.27 |
2021-12-31 | $271k | 1.1k | 254.70 |
2021-09-30 | $292k | 1.0k | 279.16 |
2021-06-30 | $277k | 1.1k | 263.06 |
2021-03-31 | $277k | 1.1k | 246.66 |
2019-12-31 | $504k | 2.6k | 195.96 |
More positions owned by Castle Rock Wealth Management
View all positions for Castle Rock Wealth Management