iShares Russell 3000 Index shares owned by GeoWealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 3000 Index by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 6.3k | 378.94 |
| 2025-06-30 | $2.2M | 6.1k | 351.00 |
| 2025-03-31 | $2.0M | 6.4k | 317.64 |
| 2024-12-31 | $2.1M | 6.2k | 334.25 |
| 2024-09-30 | $1.5M | 4.7k | 326.73 |
| 2024-06-30 | $1.5M | 4.7k | 308.67 |
| 2024-03-31 | $1.4B | 4.7k | 300079.91 |