iShares Russell 3000 Index shares owned by Meritage Portfolio Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Meritage Portfolio Management
from 13F filings
Historical chart of Meritage Portfolio Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Meritage Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $310k | 818 | 378.94 |
| 2025-06-30 | $249k | 709 | 351.00 |
| 2025-03-31 | $225k | 709 | 317.64 |
| 2024-12-31 | $237k | 709 | 334.25 |
| 2024-09-30 | $232k | 709 | 327.22 |
| 2024-06-30 | $222k | 720 | 308.33 |
| 2024-03-31 | $216k | 720 | 300.00 |
| 2021-12-31 | $207k | 747 | 277.11 |
| 2014-09-30 | $262k | 2.2k | 116.60 |
| 2014-06-30 | $265k | 2.2k | 117.94 |
| 2014-03-31 | $368k | 3.3k | 112.40 |
| 2013-12-31 | $362k | 3.3k | 110.57 |
| 2013-09-30 | $298k | 3.0k | 100.98 |
| 2013-06-30 | $290k | 3.0k | 96.47 |
| 2013-03-31 | $290k | 3.1k | 93.52 |
| 2012-12-31 | $266k | 3.1k | 84.66 |
| 2012-09-30 | $248k | 2.9k | 85.02 |
| 2012-06-30 | $237k | 2.9k | 80.42 |
| 2012-03-31 | $239k | 2.9k | 83.13 |
| 2011-12-31 | $213k | 2.9k | 74.09 |
| 2011-06-30 | $264k | 3.3k | 79.40 |
More positions owned by Meritage Portfolio Management
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