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
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Matrix Private Capital Group
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