Chokshi & Queen Wealth Advisors »

iShares Russell 3000 Index shares owned by Chokshi & Queen Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Chokshi & Queen Wealth Advisors from 13F filings

Historical chart of Chokshi & Queen Wealth Advisors investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by Chokshi & Queen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Index by Chokshi & Queen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 8.3k 378.94
2025-06-30 $3.1M 8.9k 351.00
2025-03-31 $2.8M 8.8k 317.64
2024-12-31 $3.0M 8.8k 334.25