iShares Russell 3000 Index shares owned by Moran Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Moran Wealth Management
from 13F filings
Historical chart of Moran Wealth Management investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Moran Wealth Management 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 Moran Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $274k | 839 | 326.73 |
2024-06-30 | $259k | 839 | 308.67 |
2024-03-31 | $2.0M | 6.7k | 300.08 |
2023-12-31 | $5.6M | 21k | 273.74 |
2023-09-30 | $2.1M | 8.5k | 245.06 |
2023-06-30 | $3.1M | 12k | 254.48 |
2023-03-31 | $2.6M | 11k | 235.41 |
2022-12-31 | $7.6M | 34k | 220.68 |