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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

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Quarterly reported holdings in iShares Russell 3000 Index by Moran Wealth Management

Quarter filed Position value Share count Share price at filing
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