iShares Russell 3000 Index shares owned by Chesapeake Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Chesapeake Wealth Management
from 13F filings
Historical chart of Chesapeake Wealth Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Chesapeake Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.3M | 13k | 326.73 |
| 2024-06-30 | $4.1M | 13k | 308.67 |
| 2024-03-31 | $5.4M | 18k | 300.08 |
| 2023-12-31 | $5.2M | 19k | 273.74 |
| 2023-09-30 | $4.8M | 20k | 245.06 |
| 2023-06-30 | $5.2M | 20k | 254.48 |
| 2023-03-31 | $4.8M | 21k | 235.41 |
| 2022-12-31 | $4.6M | 21k | 220.68 |
| 2022-09-30 | $4.4M | 21k | 207.03 |
| 2022-06-30 | $4.7M | 22k | 217.41 |
| 2022-03-31 | $5.7M | 22k | 262.36 |
| 2021-12-31 | $6.3M | 23k | 277.52 |
| 2021-09-30 | $6.1M | 24k | 254.84 |
| 2021-06-30 | $6.3M | 25k | 255.90 |
| 2021-03-31 | $6.3M | 27k | 237.21 |
| 2020-12-31 | $6.3M | 28k | 223.54 |
| 2020-09-30 | $5.7M | 29k | 195.72 |
| 2020-06-30 | $5.5M | 30k | 180.06 |
| 2020-03-31 | $4.6M | 31k | 148.34 |
| 2019-12-31 | $6.3M | 33k | 188.51 |
| 2019-09-30 | $6.1M | 35k | 173.76 |
| 2019-06-30 | $6.3M | 37k | 172.35 |
| 2019-03-31 | $6.3M | 38k | 166.71 |
| 2018-12-31 | $5.8M | 39k | 146.91 |
| 2018-09-30 | $6.7M | 39k | 172.30 |
| 2018-06-30 | $6.2M | 38k | 162.28 |
| 2018-03-31 | $6.0M | 39k | 156.35 |
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