iShares Russell 3000 Index shares owned by Horizons Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Horizons Wealth Management
from 13F filings
Historical chart of Horizons Wealth 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 Horizons Wealth Management 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 Horizons Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $40k | 122 | 326.73 |
2024-06-30 | $38k | 122 | 312.75 |
2024-03-31 | $33k | 122 | 273.74 |
2023-09-30 | $30k | 122 | 245.06 |
2023-06-30 | $31k | 122 | 254.48 |
2023-03-31 | $29k | 122 | 235.41 |
2022-12-31 | $27k | 122 | 221.31 |
2022-09-30 | $25k | 122 | 204.92 |
2022-06-30 | $30k | 122 | 245.90 |
More positions owned by Horizons Wealth Management
View all positions for Horizons Wealth Management