iShares Russell 3000 Index shares owned by Family Firm
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Family Firm
from 13F filings
Historical chart of Family Firm investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Family Firm consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Family Firm
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $66M | 898k | 73.26 |
| 2024-06-30 | $63M | 856k | 73.95 |
| 2024-03-31 | $62M | 207k | 300.08 |
| 2023-12-31 | $59M | 215k | 273.74 |
| 2023-09-30 | $54M | 219k | 245.06 |
| 2023-06-30 | $57M | 223k | 254.48 |
| 2023-03-31 | $53M | 225k | 235.41 |
| 2022-12-31 | $48M | 218k | 220.68 |
| 2022-09-30 | $45M | 219k | 207.04 |
| 2022-06-30 | $49M | 225k | 217.39 |
| 2022-03-31 | $59M | 224k | 262.37 |
| 2021-12-31 | $63M | 226k | 277.50 |
| 2021-09-30 | $62M | 229k | 268.73 |
| 2021-06-30 | $60M | 233k | 255.91 |
| 2021-03-31 | $55M | 234k | 237.23 |
| 2020-12-31 | $53M | 234k | 226.51 |
| 2020-09-30 | $45M | 229k | 195.71 |
| 2020-06-30 | $43M | 237k | 180.06 |
| 2020-03-31 | $36M | 240k | 148.33 |
| 2019-12-31 | $47M | 247k | 188.49 |