iShares Russell 3000 Index shares owned by Investmark Advisory Group
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Investmark Advisory Group
from 13F filings
Historical chart of Investmark Advisory Group investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Investmark Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $279k | 735 | 378.94 |
| 2025-06-30 | $258k | 735 | 351.00 |
| 2025-03-31 | $234k | 735 | 317.64 |
| 2024-12-31 | $246k | 735 | 334.25 |
| 2024-09-30 | $240k | 735 | 326.73 |
| 2024-06-30 | $227k | 735 | 308.67 |
| 2024-03-31 | $221k | 735 | 300.08 |
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