iShares Russell 3000 Index shares owned by Madison Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Madison Wealth Management
from 13F filings
Historical chart of Madison Wealth Management investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Madison Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 3000 Index by Madison Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $349k | 1.4k | 245.06 |
2023-06-30 | $363k | 1.4k | 254.48 |
2023-03-31 | $336k | 1.4k | 235.41 |
2022-12-31 | $315k | 1.4k | 220.68 |
2022-09-30 | $295k | 1.4k | 207.02 |
2022-06-30 | $310k | 1.4k | 217.54 |
2022-03-31 | $374k | 1.4k | 262.46 |
2021-12-31 | $395k | 1.4k | 277.19 |
2021-09-30 | $363k | 1.4k | 254.74 |
2021-06-30 | $365k | 1.4k | 256.14 |
2021-03-31 | $338k | 1.4k | 237.19 |
2020-12-31 | $319k | 1.4k | 223.86 |
2020-09-30 | $279k | 1.4k | 195.79 |
2020-06-30 | $257k | 1.4k | 180.35 |
2020-03-31 | $211k | 1.4k | 148.07 |
2019-12-31 | $269k | 1.4k | 188.77 |