iShares Russell 3000 Index shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $613k | 1.6k | 378.83 |
| 2025-06-30 | $567k | 1.6k | 350.89 |
| 2025-03-31 | $536k | 1.7k | 317.66 |
| 2024-12-31 | $563k | 1.7k | 334.20 |
| 2024-09-30 | $549k | 1.7k | 326.66 |
| 2024-06-30 | $640k | 2.1k | 308.69 |
| 2024-03-31 | $621k | 2.1k | 300.06 |
| 2023-12-31 | $599k | 2.2k | 273.71 |
More positions owned by Monticello Wealth Management
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