iShares Russell 3000 Index shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $66k | 175 | 378.94 |
| 2025-06-30 | $61k | 175 | 351.00 |
| 2025-03-31 | $56k | 175 | 317.64 |
| 2024-12-31 | $59k | 175 | 334.25 |
| 2024-09-30 | $57k | 175 | 326.73 |
| 2024-06-30 | $54k | 175 | 308.67 |
| 2024-03-31 | $53k | 175 | 300.08 |
| 2023-12-31 | $48k | 175 | 273.74 |
| 2023-09-30 | $43k | 175 | 245.06 |
| 2023-06-30 | $45k | 175 | 254.48 |
| 2023-03-31 | $41k | 175 | 235.41 |
| 2022-12-31 | $55k | 250 | 220.68 |
| 2022-09-30 | $52k | 250 | 208.00 |
| 2022-06-30 | $54k | 250 | 216.00 |
| 2022-03-31 | $66k | 250 | 264.00 |
| 2021-12-31 | $69k | 250 | 276.00 |
| 2021-09-30 | $64k | 250 | 256.00 |
| 2021-06-30 | $64k | 250 | 256.00 |
| 2021-03-31 | $59k | 250 | 236.00 |
| 2020-12-31 | $56k | 250 | 224.00 |
| 2020-09-30 | $49k | 250 | 196.00 |
| 2020-06-30 | $45k | 250 | 180.00 |
| 2020-03-31 | $37k | 250 | 148.00 |
| 2019-12-31 | $47k | 250 | 188.00 |
| 2019-09-30 | $43k | 250 | 172.00 |
| 2019-06-30 | $43k | 250 | 172.00 |
| 2019-03-31 | $42k | 250 | 168.00 |
| 2018-12-31 | $40k | 250 | 160.00 |