iShares Russell 3000 Index shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $313k | 1.1k | 273.74 |
| 2023-03-31 | $1.1M | 4.8k | 235.41 |
| 2022-12-31 | $1.1M | 4.8k | 220.68 |
| 2022-09-30 | $1000k | 4.8k | 207.13 |
| 2022-06-30 | $1.1M | 4.8k | 217.48 |
| 2022-03-31 | $1.3M | 4.8k | 262.43 |
| 2021-12-31 | $1.3M | 4.8k | 277.55 |
More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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