iShares Russell 3000 Index shares owned by Francis Financial
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Francis Financial
from 13F filings
Historical chart of Francis Financial investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Francis Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Francis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $304k | 803 | 378.94 |
| 2025-06-30 | $282k | 803 | 351.00 |
| 2025-03-31 | $255k | 803 | 317.64 |
| 2024-12-31 | $679k | 2.0k | 334.25 |
| 2024-09-30 | $664k | 2.0k | 326.73 |
| 2024-06-30 | $635k | 2.1k | 308.67 |
| 2024-03-31 | $617k | 2.1k | 300.08 |
| 2023-12-31 | $587k | 2.1k | 273.74 |
| 2023-09-30 | $528k | 2.2k | 245.06 |
| 2023-06-30 | $569k | 2.2k | 254.48 |
| 2023-03-31 | $533k | 2.3k | 235.41 |
| 2022-12-31 | $505k | 2.3k | 220.68 |
| 2022-09-30 | $475k | 2.3k | 207.24 |
| 2022-06-30 | $524k | 2.3k | 228.62 |
| 2018-03-31 | $390k | 2.5k | 156.25 |
| 2017-12-31 | $395k | 2.5k | 158.25 |