iShares Russell 3000 Index shares owned by Evoke Wealth
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Evoke Wealth
from 13F filings
Historical chart of Evoke Wealth investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Evoke Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 3.7k | 326.73 |
| 2024-06-30 | $548k | 1.8k | 308.67 |
| 2024-03-31 | $1.2M | 4.2k | 300.08 |
| 2023-12-31 | $2.8M | 10k | 273.74 |
| 2023-09-30 | $2.6M | 11k | 246.07 |
| 2023-06-30 | $2.7M | 11k | 254.48 |
| 2023-03-31 | $2.5M | 11k | 235.41 |
| 2022-12-31 | $2.3M | 11k | 220.68 |
| 2022-09-30 | $2.2M | 11k | 207.00 |
| 2022-06-30 | $2.2M | 10k | 217.40 |
| 2022-03-31 | $2.7M | 10k | 262.42 |
| 2021-12-31 | $2.9M | 10k | 277.45 |
| 2021-09-30 | $2.6M | 10k | 254.75 |
| 2021-06-30 | $2.1M | 8.0k | 255.88 |
| 2021-03-31 | $544k | 2.3k | 237.24 |
| 2020-12-31 | $133k | 595 | 223.53 |
| 2020-09-30 | $116k | 595 | 194.96 |
| 2020-06-30 | $107k | 595 | 179.83 |
| 2020-03-31 | $88k | 595 | 148.33 |
| 2019-09-30 | $103k | 595 | 173.77 |