iShares Russell 3000 Index shares owned by Ellis Investment Partners
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Ellis Investment Partners
from 13F filings
Historical chart of Ellis Investment Partners investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Ellis Investment Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Ellis Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $925k | 2.8k | 326.73 |
| 2024-06-30 | $873k | 2.8k | 308.62 |
| 2024-03-31 | $849k | 2.8k | 300.04 |
| 2023-12-31 | $774k | 2.8k | 273.71 |
| 2023-09-30 | $692k | 2.8k | 245.03 |
| 2023-06-30 | $718k | 2.8k | 254.45 |
| 2023-03-31 | $664k | 2.8k | 235.39 |
| 2022-12-31 | $621k | 2.8k | 220.68 |
| 2022-09-30 | $517k | 2.5k | 206.72 |
| 2022-06-30 | $543k | 2.5k | 217.37 |
| 2022-03-31 | $654k | 2.5k | 262.02 |
| 2021-12-31 | $692k | 2.5k | 277.47 |
| 2021-09-30 | $635k | 2.5k | 254.82 |
| 2021-06-30 | $637k | 2.5k | 255.82 |
| 2021-03-31 | $590k | 2.5k | 237.04 |
| 2020-12-31 | $556k | 2.5k | 223.56 |
| 2020-09-30 | $483k | 2.5k | 195.55 |
| 2020-06-30 | $455k | 2.5k | 180.77 |
| 2020-03-31 | $355k | 2.5k | 141.15 |
| 2019-12-31 | $496k | 2.6k | 189.97 |
| 2019-09-30 | $341k | 2.0k | 171.10 |
| 2019-06-30 | $346k | 2.0k | 173.69 |
| 2019-03-31 | $335k | 2.0k | 168.34 |