iShares Russell 3000 Index shares owned by James J. Burns & Company
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by James J. Burns & Company
from 13F filings
Historical chart of James J. Burns & Company investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by James J. Burns & Company consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by James J. Burns & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $417k | 1.1k | 378.94 |
| 2025-06-30 | $386k | 1.1k | 351.00 |
| 2025-03-31 | $349k | 1.1k | 317.64 |
| 2024-12-31 | $368k | 1.1k | 334.55 |
| 2024-09-30 | $359k | 1.1k | 326.36 |
| 2024-06-30 | $340k | 1.1k | 309.09 |
| 2024-03-31 | $327k | 1.1k | 297.27 |
| 2023-09-30 | $270k | 1.1k | 245.45 |
| 2023-06-30 | $280k | 1.1k | 254.55 |
| 2023-03-31 | $259k | 1.1k | 235.45 |
| 2022-12-31 | $243k | 1.1k | 220.91 |
| 2022-09-30 | $269k | 1.3k | 207.24 |