iShares Russell 3000 Index shares owned by Money Matters Financial
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Money Matters Financial
from 13F filings
Historical chart of Money Matters Financial investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Money Matters Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.2M | 15k | 273.74 |
| 2023-06-30 | $3.9M | 15k | 256.72 |
| 2022-12-31 | $3.5M | 15k | 228.55 |
| 2022-09-30 | $3.2M | 15k | 208.84 |
| 2022-06-30 | $3.4M | 15k | 224.88 |
| 2022-03-31 | $4.0M | 15k | 262.37 |
| 2021-06-30 | $3.9M | 15k | 255.92 |
| 2021-03-31 | $3.6M | 15k | 237.20 |
| 2020-09-30 | $7.4M | 38k | 195.72 |
| 2020-06-30 | $6.8M | 38k | 180.06 |
| 2020-03-31 | $5.6M | 38k | 148.32 |
| 2017-12-31 | $0 | 2 | 0.00 |
| 2017-09-30 | $0 | 2 | 0.00 |
| 2017-06-30 | $0 | 2 | 0.00 |
| 2017-03-31 | $0 | 2 | 0.00 |