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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

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Quarterly 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