iShares Russell 3000 Index shares owned by Cedar Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Cedar Wealth Management
from 13F filings
Historical chart of Cedar 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 Cedar 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 Cedar Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $4.9M | 15k | 326.73 |
2024-06-30 | $5.6M | 18k | 308.67 |
2024-03-31 | $5.3M | 18k | 300.08 |
2023-09-30 | $3.5M | 14k | 245.06 |
2023-06-30 | $3.6M | 14k | 254.48 |
2023-03-31 | $3.5M | 15k | 235.41 |
2022-12-31 | $3.4M | 16k | 220.68 |
2022-09-30 | $2.1M | 10k | 207.05 |
2022-06-30 | $2.1M | 9.9k | 217.38 |
2022-03-31 | $2.6M | 9.8k | 262.39 |
2021-12-31 | $2.9M | 10k | 277.49 |
2021-09-30 | $2.6M | 10k | 254.86 |
2021-06-30 | $2.4M | 9.4k | 255.89 |
2021-03-31 | $2.3M | 9.8k | 237.19 |
2020-12-31 | $3.3M | 15k | 223.52 |
2020-09-30 | $2.8M | 14k | 195.73 |
2020-06-30 | $2.6M | 15k | 180.07 |
2020-03-31 | $2.5M | 17k | 148.31 |
2019-12-31 | $2.0M | 11k | 188.49 |
2019-09-30 | $1.9M | 11k | 173.75 |
2019-06-30 | $1.9M | 11k | 172.37 |
2019-03-31 | $1.8M | 11k | 166.71 |
2018-12-31 | $1.7M | 12k | 146.91 |
2018-09-30 | $1.2M | 6.7k | 172.34 |
2018-06-30 | $276k | 1.7k | 162.35 |
2018-03-31 | $219k | 1.4k | 156.43 |