iShares Russell 3000 Index shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Collaborative Wealth Managment 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 Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $732k | 2.2k | 326.68 |
| 2024-06-30 | $692k | 2.2k | 308.62 |
| 2024-03-31 | $672k | 2.2k | 300.03 |
| 2023-12-31 | $613k | 2.2k | 273.70 |
| 2023-09-30 | $549k | 2.2k | 245.02 |
| 2023-06-30 | $570k | 2.2k | 254.44 |
| 2023-03-31 | $528k | 2.2k | 235.37 |
| 2022-12-31 | $495k | 2.2k | 220.65 |
| 2022-09-30 | $464k | 2.2k | 207.05 |
| 2022-06-30 | $488k | 2.2k | 217.28 |
| 2021-12-31 | $635k | 2.3k | 277.41 |
| 2021-03-31 | $601k | 2.3k | 262.56 |
More positions owned by Collaborative Wealth Managment
View all positions for Collaborative Wealth Managment