iShares Russell 3000 Index shares owned by JDM Financial Group
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by JDM Financial Group
from 13F filings
Historical chart of JDM Financial Group investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by JDM Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by JDM Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28k | 73 | 378.29 |
| 2025-06-30 | $26k | 73 | 350.40 |
| 2025-03-31 | $23k | 73 | 317.10 |
| 2024-12-31 | $24k | 73 | 333.67 |
| 2024-09-30 | $24k | 73 | 326.16 |
| 2024-03-31 | $22k | 73 | 299.56 |
| 2023-12-31 | $20k | 73 | 273.27 |