iShares Russell 3000 Index shares owned by LJI Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI Wealth Management investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by LJI Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $233k | 615 | 379.03 |
| 2025-06-30 | $227k | 647 | 351.08 |
| 2024-12-31 | $203k | 607 | 334.33 |
| 2024-09-30 | $238k | 729 | 326.80 |
| 2024-06-30 | $225k | 729 | 308.73 |
| 2024-03-31 | $219k | 729 | 300.14 |