iShares Russell 3000 Index shares owned by JMG Financial Group
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by JMG Financial Group
from 13F filings
Historical chart of JMG Financial Group investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by JMG Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.3M | 11k | 300.08 |
| 2023-12-31 | $3.1M | 11k | 273.74 |
| 2023-09-30 | $2.7M | 11k | 245.06 |
| 2023-06-30 | $2.8M | 11k | 254.47 |
| 2023-03-31 | $2.6M | 11k | 235.43 |
| 2022-12-31 | $2.5M | 11k | 220.71 |
| 2022-09-30 | $2.6M | 13k | 207.07 |
| 2022-06-30 | $2.7M | 13k | 217.38 |
| 2022-03-31 | $3.2M | 12k | 262.38 |
| 2021-12-31 | $3.4M | 12k | 277.47 |
| 2021-09-30 | $3.3M | 13k | 254.86 |
| 2021-06-30 | $3.3M | 13k | 255.94 |
| 2021-03-31 | $3.2M | 13k | 237.20 |
| 2020-12-31 | $3.0M | 14k | 223.51 |
| 2020-09-30 | $2.8M | 14k | 195.74 |
| 2020-06-30 | $2.8M | 16k | 180.08 |
| 2020-03-31 | $2.4M | 16k | 148.34 |
| 2019-12-31 | $3.9M | 21k | 188.47 |
| 2019-09-30 | $4.3M | 25k | 173.77 |
| 2019-06-30 | $4.3M | 25k | 172.34 |
| 2019-03-31 | $4.3M | 26k | 166.72 |
| 2018-12-31 | $3.9M | 26k | 146.90 |
| 2018-09-30 | $3.0M | 17k | 172.31 |
| 2018-06-30 | $2.8M | 17k | 162.27 |
| 2018-03-31 | $954k | 6.1k | 156.34 |
| 2017-12-31 | $983k | 6.2k | 158.24 |
| 2017-09-30 | $965k | 6.5k | 149.27 |
| 2017-06-30 | $977k | 6.8k | 143.97 |
| 2017-03-31 | $949k | 6.8k | 139.85 |
| 2016-12-31 | $841k | 6.3k | 132.94 |
| 2016-09-30 | $801k | 6.3k | 128.12 |
| 2016-06-30 | $773k | 6.2k | 124.02 |
| 2016-03-31 | $759k | 6.3k | 120.80 |
| 2015-12-31 | $731k | 6.1k | 120.39 |
| 2015-09-30 | $692k | 6.1k | 113.97 |
| 2015-06-30 | $748k | 6.0k | 123.90 |
| 2015-03-31 | $748k | 6.0k | 123.90 |
| 2014-12-31 | $739k | 6.0k | 122.21 |
| 2014-09-30 | $644k | 5.5k | 116.71 |
| 2014-06-30 | $650k | 5.5k | 117.80 |
| 2014-03-31 | $599k | 5.3k | 112.26 |
| 2013-12-31 | $602k | 5.4k | 110.58 |
| 2013-09-30 | $541k | 5.3k | 101.14 |
| 2013-06-30 | $496k | 5.1k | 96.33 |
| 2013-03-31 | $537k | 5.8k | 93.39 |
| 2012-12-31 | $463k | 5.5k | 84.63 |
| 2012-09-30 | $477k | 5.6k | 84.82 |
| 2012-06-30 | $452k | 5.6k | 80.37 |
| 2012-03-31 | $430k | 5.2k | 83.27 |
| 2011-12-31 | $360k | 4.9k | 74.17 |
| 2011-09-30 | $279k | 4.2k | 66.76 |
| 2011-06-30 | $384k | 4.8k | 79.34 |
| 2011-03-31 | $332k | 4.2k | 79.26 |