iShares Russell 3000 Index shares owned by Lgl Partners
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Lgl Partners
from 13F filings
Historical chart of Lgl Partners investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Lgl Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Lgl Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.7M | 21k | 326.73 |
| 2024-06-30 | $10M | 33k | 308.67 |
| 2024-03-31 | $9.9M | 33k | 300.08 |
| 2023-12-31 | $83M | 304k | 273.74 |
| 2023-09-30 | $74M | 302k | 245.06 |
| 2023-06-30 | $77M | 302k | 254.48 |
| 2023-03-31 | $71M | 301k | 235.41 |
| 2022-12-31 | $66M | 300k | 220.68 |
| 2022-09-30 | $62M | 299k | 207.04 |
| 2022-06-30 | $65M | 297k | 217.39 |
| 2022-03-31 | $78M | 297k | 262.37 |
| 2021-12-31 | $82M | 296k | 277.50 |