iShares Russell 3000 Index shares owned by LWM Advisory Services
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by LWM Advisory Services
from 13F filings
Historical chart of LWM Advisory Services investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by LWM Advisory Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by LWM Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $829k | 3.0k | 273.75 |
| 2023-09-30 | $742k | 3.0k | 245.07 |
| 2023-06-30 | $773k | 3.0k | 254.49 |
| 2023-03-31 | $721k | 3.1k | 235.40 |
| 2022-12-31 | $728k | 3.3k | 220.71 |
| 2022-09-30 | $639k | 3.1k | 207.13 |
| 2022-06-30 | $666k | 3.1k | 217.22 |
| 2022-03-31 | $814k | 3.1k | 262.50 |
| 2021-12-31 | $1.0M | 3.7k | 277.47 |