iShares Russell 3000 Index shares owned by Journey Strategic Wealth
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Journey Strategic Wealth
from 13F filings
Historical chart of Journey Strategic Wealth investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Journey Strategic Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Journey Strategic Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $938k | 3.4k | 273.77 |
| 2023-09-30 | $1.4M | 5.7k | 245.06 |
| 2023-06-30 | $1.7M | 6.6k | 254.48 |
| 2023-03-31 | $684k | 2.9k | 235.41 |
| 2022-12-31 | $1.4M | 6.2k | 220.68 |
| 2022-09-30 | $327k | 1.6k | 206.96 |