iShares Russell 3000 Index shares owned by Lokken Investment Group
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.3M | 6.9k | 326.74 |
| 2024-06-30 | $2.2M | 7.0k | 308.67 |
| 2024-03-31 | $2.1M | 6.9k | 300.07 |
| 2023-12-31 | $1.9M | 6.9k | 273.72 |
| 2023-09-30 | $1.6M | 6.5k | 245.06 |
| 2023-06-30 | $1.5M | 5.9k | 254.48 |
| 2023-03-31 | $1.4M | 5.7k | 235.41 |
| 2022-12-31 | $1.2M | 5.5k | 220.68 |
| 2022-09-30 | $1.2M | 5.8k | 207.00 |
| 2022-06-30 | $1.3M | 5.8k | 217.42 |
| 2022-03-31 | $1.4M | 5.8k | 238.75 |
| 2021-12-31 | $1.7M | 6.2k | 277.56 |
| 2021-09-30 | $1.6M | 6.1k | 254.81 |
| 2021-06-30 | $1.5M | 5.8k | 255.95 |
| 2021-03-31 | $1.4M | 5.7k | 237.30 |
| 2020-12-31 | $1.3M | 5.7k | 223.56 |
| 2012-03-31 | $1.4M | 5.7k | 237.30 |