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iShares Russell 3000 Index shares owned by Matrix Private Capital Group

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Matrix Private Capital Group from 13F filings

Historical chart of Matrix Private Capital Group investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by Matrix Private Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Index by Matrix Private Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 9.1k 300.08
2023-12-31 $2.5M 9.1k 273.74
2023-09-30 $2.2M 9.1k 246.07
2023-06-30 $2.3M 9.1k 254.48
2023-03-31 $2.2M 9.4k 235.41
2022-12-31 $892k 4.0k 220.68
2022-09-30 $836k 4.0k 206.93
2022-06-30 $878k 4.0k 217.33
2022-03-31 $1.1M 4.0k 262.38
2021-12-31 $1.1M 4.0k 277.48
2021-09-30 $1.1M 4.4k 254.77
2021-06-30 $1.1M 4.5k 255.96
2021-03-31 $1.1M 4.5k 237.30
2020-12-31 $995k 4.5k 223.60
2020-09-30 $871k 4.5k 195.73
2020-06-30 $801k 4.5k 180.00
2020-03-31 $660k 4.5k 148.31
2019-12-31 $839k 4.5k 188.54