iShares Russell 3000 Index shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 3000 Index by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $8.5k | 23 | 370.70 |
| 2025-06-30 | $3.5k | 10 | 351.00 |
| 2025-03-31 | $3.2k | 10 | 317.60 |
| 2024-12-31 | $3.3k | 10 | 334.30 |
| 2024-09-30 | $72k | 220 | 326.85 |
| 2024-06-30 | $56k | 181 | 308.81 |
| 2024-03-31 | $54k | 181 | 300.21 |
| 2023-12-31 | $50k | 181 | 273.86 |
| 2023-09-30 | $44k | 181 | 245.17 |
| 2023-06-30 | $36k | 142 | 254.63 |
| 2023-03-31 | $33k | 142 | 235.54 |
| 2022-12-31 | $31k | 142 | 220.80 |
| 2022-09-30 | $29k | 142 | 204.23 |
| 2022-06-30 | $31k | 141 | 219.86 |
| 2022-03-31 | $37k | 141 | 262.41 |
| 2021-12-31 | $39k | 141 | 276.60 |