iShares Russell 3000 Index shares owned by Core Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Core Wealth Management
from 13F filings
Historical chart of Core 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 Core Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Core Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $437k | 1.4k | 308.58 |
| 2024-06-30 | $437k | 1.4k | 308.58 |
| 2024-03-31 | $425k | 1.4k | 299.99 |
| 2023-12-31 | $385k | 1.4k | 273.66 |
| 2023-09-30 | $345k | 1.4k | 244.99 |
| 2023-06-30 | $416k | 1.6k | 254.42 |
| 2023-03-31 | $384k | 1.6k | 235.35 |
| 2022-12-31 | $360k | 1.6k | 220.62 |