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 csvQuarterly 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 |
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