iShares Russell 3000 Index shares owned by Holistic Planning
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $216k | 569 | 378.94 |
| 2025-06-30 | $239k | 682 | 351.00 |
| 2025-03-31 | $217k | 682 | 317.64 |
| 2024-12-31 | $228k | 682 | 334.25 |
| 2024-09-30 | $223k | 682 | 326.73 |
| 2024-06-30 | $200k | 667 | 300.08 |
| 2024-03-31 | $200k | 667 | 300.08 |