iShares Russell 3000 Index shares owned by Evensky & Katz
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Evensky & Katz
from 13F filings
Historical chart of Evensky & Katz investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Evensky & Katz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $127M | 390k | 326.73 |
| 2024-06-30 | $122M | 395k | 308.67 |
| 2024-03-31 | $121M | 404k | 300.08 |
| 2023-12-31 | $114M | 417k | 273.74 |
| 2023-09-30 | $103M | 421k | 245.06 |
| 2023-06-30 | $110M | 431k | 254.48 |
| 2023-03-31 | $103M | 438k | 235.41 |
| 2022-12-31 | $97M | 440k | 220.68 |
| 2022-09-30 | $91M | 437k | 207.04 |
| 2022-06-30 | $95M | 438k | 217.39 |
| 2022-03-31 | $117M | 445k | 262.37 |
| 2021-12-31 | $125M | 450k | 277.50 |
| 2021-09-30 | $117M | 458k | 254.85 |
| 2021-06-30 | $121M | 474k | 255.91 |
| 2021-03-31 | $113M | 478k | 237.23 |
| 2020-12-31 | $112M | 502k | 223.55 |
| 2020-09-30 | $100M | 512k | 195.71 |
| 2020-06-30 | $94M | 522k | 180.06 |
| 2020-03-31 | $79M | 532k | 148.33 |
| 2019-12-31 | $102M | 543k | 188.49 |
| 2019-09-30 | $99M | 569k | 173.77 |
| 2019-06-30 | $100M | 581k | 172.36 |
| 2019-03-31 | $105M | 630k | 166.70 |
| 2018-12-31 | $94M | 637k | 146.92 |
| 2018-09-30 | $111M | 644k | 172.30 |
| 2018-06-30 | $107M | 662k | 162.29 |
| 2018-03-31 | $107M | 686k | 156.34 |
| 2017-12-31 | $112M | 711k | 158.17 |
| 2017-09-30 | $109M | 728k | 149.28 |
| 2017-06-30 | $108M | 751k | 144.02 |
| 2017-03-31 | $114M | 817k | 140.13 |
| 2016-12-31 | $123M | 924k | 132.98 |
| 2016-09-30 | $121M | 943k | 128.19 |
| 2016-06-30 | $144M | 1.2M | 124.02 |
| 2016-03-31 | $144M | 1.2M | 120.86 |
| 2015-12-31 | $144M | 1.2M | 120.31 |
| 2015-09-30 | $137M | 1.2M | 113.89 |
| 2015-06-30 | $154M | 1.2M | 123.98 |
| 2015-03-31 | $158M | 1.3M | 123.85 |
| 2014-12-31 | $153M | 1.2M | 122.29 |
| 2014-09-30 | $151M | 1.3M | 116.79 |
| 2014-06-30 | $151M | 1.3M | 117.74 |
| 2014-03-31 | $145M | 1.3M | 112.31 |
| 2013-12-31 | $147M | 1.3M | 110.65 |
| 2013-09-30 | $135M | 1.3M | 101.14 |
| 2013-06-30 | $125M | 1.3M | 96.40 |