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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Fortress Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 3000 Index by Fortress Wealth Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |