iShares Russell 3000 Index shares owned by Mission Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.5M | 17k | 326.74 |
| 2024-06-30 | $5.2M | 17k | 308.67 |
| 2024-03-31 | $5.1M | 17k | 300.08 |
| 2023-12-31 | $4.6M | 17k | 273.75 |
| 2023-09-30 | $4.1M | 17k | 245.06 |
| 2023-06-30 | $4.3M | 17k | 254.48 |
| 2023-03-31 | $4.0M | 17k | 235.41 |
| 2022-12-31 | $2.3M | 11k | 220.67 |
| 2022-09-30 | $2.1M | 10k | 207.06 |
| 2022-06-30 | $2.2M | 10k | 217.44 |
| 2022-03-31 | $2.6M | 10k | 262.41 |
| 2021-12-31 | $2.8M | 10k | 277.47 |
| 2021-09-30 | $2.5M | 10k | 254.80 |
| 2021-06-30 | $2.6M | 10k | 255.88 |
| 2021-03-31 | $2.4M | 10k | 237.18 |
| 2020-12-31 | $2.2M | 10k | 223.54 |
| 2020-09-30 | $2.0M | 10k | 195.73 |
| 2020-06-30 | $1.9M | 10k | 180.10 |
| 2020-03-31 | $1.5M | 10k | 148.37 |
| 2019-12-31 | $1.9M | 10k | 188.46 |
| 2019-09-30 | $1.7M | 9.5k | 173.77 |
| 2019-06-30 | $1.7M | 9.6k | 172.35 |
| 2019-03-31 | $1.5M | 9.3k | 166.74 |
| 2018-12-31 | $1.4M | 9.3k | 146.90 |
| 2018-09-30 | $1.6M | 9.2k | 172.29 |
| 2018-06-30 | $1.5M | 9.3k | 162.24 |
| 2018-03-31 | $1.3M | 8.6k | 156.30 |
| 2017-12-31 | $1.4M | 8.6k | 158.16 |
| 2017-09-30 | $1.4M | 9.6k | 149.28 |
| 2017-06-30 | $1.4M | 9.6k | 144.06 |
| 2017-03-31 | $1.3M | 9.6k | 139.89 |
| 2016-12-31 | $1.3M | 9.6k | 132.94 |
| 2016-09-30 | $1.2M | 9.6k | 128.17 |
| 2016-06-30 | $2.3M | 19k | 124.02 |
| 2016-03-31 | $2.1M | 17k | 120.87 |
| 2015-12-31 | $2.1M | 17k | 120.34 |
| 2015-09-30 | $2.1M | 18k | 113.86 |
| 2015-06-30 | $1.3M | 10k | 123.83 |