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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
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