iShares Russell 3000 Index shares owned by Lumature Wealth Partners
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Lumature Wealth Partners
from 13F filings
Historical chart of Lumature Wealth Partners investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Lumature Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $30k | 119 | 254.48 |
| 2023-03-31 | $28k | 119 | 235.41 |
| 2022-12-31 | $26k | 119 | 220.68 |
| 2022-09-30 | $25k | 119 | 210.08 |
| 2022-06-30 | $26k | 119 | 218.49 |
| 2022-03-31 | $31k | 119 | 260.50 |
| 2021-12-31 | $38k | 136 | 279.41 |
| 2021-09-30 | $30k | 119 | 252.10 |
| 2021-06-30 | $30k | 119 | 252.10 |
| 2021-03-31 | $28k | 119 | 235.29 |
| 2020-12-31 | $56k | 252 | 222.22 |