iShares Russell 3000 Index shares owned by Kuntz Lesher Capital
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Kuntz Lesher Capital
from 13F filings
Historical chart of Kuntz Lesher Capital investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Kuntz Lesher Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 3000 Index by Kuntz Lesher Capital
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $585k | 1.8k | 326.67 |
2024-06-30 | $551k | 1.8k | 308.63 |
2024-03-31 | $534k | 1.8k | 300.13 |
2023-12-31 | $486k | 1.8k | 273.71 |
2023-09-30 | $432k | 1.8k | 245.01 |
2023-06-30 | $448k | 1.8k | 254.43 |
2023-03-31 | $414k | 1.8k | 235.43 |
2022-12-31 | $386k | 1.8k | 220.79 |
2022-09-30 | $359k | 1.7k | 207.04 |
2022-06-30 | $377k | 1.7k | 217.42 |
2022-03-31 | $454k | 1.7k | 262.58 |
2021-12-31 | $478k | 1.7k | 277.26 |
2021-09-30 | $437k | 1.7k | 255.11 |
2021-06-30 | $438k | 1.7k | 255.69 |
2021-03-31 | $404k | 1.7k | 236.95 |
2020-12-31 | $381k | 1.7k | 223.46 |
2020-09-30 | $332k | 1.7k | 195.52 |
2020-06-30 | $305k | 1.7k | 180.26 |
2020-03-31 | $249k | 1.7k | 148.39 |
2019-12-31 | $316k | 1.7k | 188.32 |
2019-09-30 | $289k | 1.7k | 173.89 |
2019-06-30 | $287k | 1.7k | 172.68 |
2019-03-31 | $276k | 1.7k | 166.87 |
2018-06-30 | $264k | 1.6k | 162.56 |
2018-03-31 | $254k | 1.6k | 156.40 |
2017-12-31 | $256k | 1.6k | 158.32 |
2017-09-30 | $239k | 1.6k | 149.00 |
2017-06-30 | $231k | 1.6k | 144.01 |
2017-03-31 | $224k | 1.6k | 139.65 |
2016-12-31 | $213k | 1.6k | 132.79 |
2016-09-30 | $206k | 1.6k | 128.43 |
2016-06-30 | $200k | 1.6k | 124.69 |