iShares Russell 3000 Index shares owned by Catalytic Wealth RIA
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Catalytic Wealth RIA
from 13F filings
Historical chart of Catalytic Wealth RIA investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Catalytic Wealth RIA consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 3000 Index by Catalytic Wealth RIA
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 4.5k | 378.94 |
| 2025-06-30 | $1.6M | 4.6k | 351.00 |
| 2025-03-31 | $1.5M | 4.7k | 317.64 |
| 2024-12-31 | $1.6M | 4.7k | 334.25 |
| 2024-09-30 | $1.6M | 4.8k | 326.73 |
| 2024-06-30 | $1.5M | 4.8k | 308.67 |
| 2024-03-31 | $1.4M | 4.8k | 300.08 |
| 2023-12-31 | $1.3M | 4.6k | 273.74 |