iShares Russell 3000 Index shares owned by Circle Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle 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 Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 3000 Index by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.4M | 22k | 378.94 |
| 2025-06-30 | $7.8M | 22k | 351.00 |
| 2025-03-31 | $7.0M | 22k | 317.64 |
| 2024-12-31 | $7.4M | 22k | 334.25 |
| 2024-09-30 | $7.2M | 22k | 326.73 |
| 2024-06-30 | $6.8M | 22k | 308.67 |
| 2024-03-31 | $6.6M | 22k | 300.08 |
| 2023-12-31 | $6.1M | 22k | 273.74 |
| 2023-09-30 | $5.4M | 22k | 245.06 |
| 2023-06-30 | $853k | 3.4k | 254.48 |
| 2023-03-31 | $789k | 3.4k | 235.41 |
| 2022-12-31 | $740k | 3.4k | 220.68 |
| 2022-09-30 | $694k | 3.4k | 206.98 |
| 2022-06-30 | $729k | 3.4k | 217.42 |
| 2022-03-31 | $880k | 3.4k | 262.45 |
| 2021-12-31 | $982k | 3.5k | 277.56 |
| 2021-09-30 | $902k | 3.5k | 254.95 |
| 2021-06-30 | $905k | 3.5k | 255.79 |
| 2021-03-31 | $869k | 3.7k | 237.24 |
| 2020-12-31 | $819k | 3.7k | 223.59 |
| 2020-09-30 | $717k | 3.7k | 195.74 |
| 2020-06-30 | $660k | 3.7k | 180.18 |
| 2020-03-31 | $543k | 3.7k | 148.24 |
| 2019-12-31 | $579k | 3.1k | 188.54 |