iShares Russell 3000 Index shares owned by Fortress Wealth Group
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Fortress Wealth Group
from 13F filings
Historical chart of Fortress Wealth Group investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Fortress Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $825k | 2.1k | 389.74 |
| 2025-06-30 | $766k | 2.1k | 358.85 |
| 2025-03-31 | $673k | 2.1k | 315.25 |
| 2024-12-31 | $739k | 2.2k | 342.34 |
| 2024-09-30 | $715k | 2.2k | 330.82 |
| 2024-06-30 | $2.8M | 8.8k | 315.75 |
| 2024-03-31 | $2.6M | 8.7k | 297.57 |
| 2023-12-31 | $2.2M | 8.1k | 272.82 |
| 2023-09-30 | $1.8M | 7.3k | 241.23 |
| 2023-06-30 | $1.9M | 7.2k | 259.18 |
| 2023-03-31 | $1.6M | 6.9k | 235.40 |
| 2022-12-31 | $2.0M | 8.9k | 220.69 |
| 2022-09-30 | $1.9M | 9.0k | 207.01 |
| 2022-06-30 | $1.8M | 8.2k | 217.36 |
| 2022-03-31 | $2.1M | 7.9k | 262.40 |
| 2021-12-31 | $2.2M | 8.2k | 266.02 |
| 2021-09-30 | $2.1M | 8.1k | 254.81 |
| 2021-06-30 | $1.8M | 6.9k | 255.93 |