iShares Russell 3000 Index shares owned by HB Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $28M | 84k | 334.25 |
| 2024-09-30 | $28M | 85k | 326.73 |
| 2024-06-30 | $26M | 86k | 308.67 |
| 2024-03-31 | $26M | 85k | 300.08 |
| 2023-12-31 | $23M | 85k | 273.74 |
| 2023-09-30 | $22M | 89k | 245.06 |
| 2023-06-30 | $23M | 89k | 254.48 |
| 2023-03-31 | $21M | 89k | 235.41 |
| 2022-12-31 | $21M | 93k | 220.68 |
| 2022-09-30 | $15M | 73k | 207.03 |
| 2022-06-30 | $12M | 56k | 217.39 |
| 2022-03-31 | $1.3M | 5.0k | 262.42 |
| 2021-12-31 | $1.4M | 5.0k | 277.51 |
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