iShares Russell 3000 Index shares owned by Levy Wealth Management Group
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Levy Wealth Management Group
from 13F filings
Historical chart of Levy Wealth Management Group investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Levy Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $5.7M | 18k | 308.67 |
| 2024-03-31 | $5.0M | 18k | 273.74 |
| 2023-12-31 | $5.0M | 18k | 273.74 |
| 2023-09-30 | $4.5M | 18k | 245.06 |
| 2023-06-30 | $4.7M | 18k | 254.48 |
| 2023-03-31 | $4.3M | 18k | 235.40 |
| 2022-12-31 | $4.1M | 19k | 220.68 |
| 2022-09-30 | $3.5M | 17k | 207.02 |
| 2022-06-30 | $3.7M | 17k | 217.41 |
| 2022-03-31 | $4.4M | 17k | 262.38 |
| 2021-12-31 | $4.7M | 17k | 277.48 |
| 2021-09-30 | $4.3M | 17k | 254.88 |
| 2021-06-30 | $4.4M | 17k | 255.92 |
| 2021-03-31 | $4.0M | 17k | 237.23 |
| 2020-12-31 | $3.8M | 17k | 223.57 |
More positions owned by Levy Wealth Management Group
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