iShares Russell 3000 Index shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $937k | 2.9k | 326.73 |
| 2024-06-30 | $780k | 2.5k | 308.67 |
| 2024-03-31 | $618k | 2.1k | 296.04 |
| 2023-12-31 | $494k | 1.8k | 273.74 |
| 2023-09-30 | $372k | 1.5k | 256.33 |
| 2023-06-30 | $398k | 1.5k | 262.79 |
| 2022-12-31 | $305k | 1.4k | 220.68 |
| 2022-09-30 | $398k | 398k | 1.00 |
| 2022-06-30 | $409k | 1.9k | 217.39 |