iShares Russell 3000 Index shares owned by MPS Loria Financial Planners
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by MPS Loria Financial Planners
from 13F filings
Historical chart of MPS Loria Financial Planners investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by MPS Loria Financial Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.8M | 16k | 300.08 |
| 2023-12-31 | $4.2M | 15k | 273.74 |
| 2023-09-30 | $3.8M | 16k | 245.38 |
| 2023-06-30 | $3.9M | 15k | 254.48 |
| 2023-03-31 | $3.7M | 16k | 235.41 |
| 2022-12-31 | $4.2M | 19k | 220.68 |
| 2022-09-30 | $4.2M | 20k | 207.06 |
| 2022-06-30 | $4.4M | 20k | 217.38 |
| 2022-03-31 | $5.4M | 20k | 262.33 |
| 2021-12-31 | $5.7M | 21k | 277.50 |
| 2021-09-30 | $5.3M | 21k | 254.84 |
| 2021-06-30 | $5.5M | 22k | 255.94 |
| 2021-03-31 | $5.3M | 22k | 237.21 |
| 2020-12-31 | $5.8M | 26k | 220.58 |
| 2020-09-30 | $5.1M | 26k | 195.71 |
| 2020-06-30 | $5.0M | 28k | 180.06 |
| 2020-03-31 | $4.0M | 27k | 148.31 |
| 2019-12-31 | $5.2M | 28k | 188.49 |
| 2019-09-30 | $4.9M | 28k | 173.76 |
| 2019-06-30 | $5.1M | 30k | 172.35 |
| 2019-03-31 | $4.9M | 29k | 166.68 |
| 2018-12-31 | $4.3M | 30k | 146.90 |
| 2018-09-30 | $5.2M | 30k | 172.87 |
| 2018-06-30 | $4.9M | 30k | 162.30 |
| 2018-03-31 | $4.5M | 29k | 156.36 |
| 2017-12-31 | $4.6M | 29k | 158.16 |
| 2017-09-30 | $4.4M | 29k | 149.28 |
| 2017-06-30 | $4.3M | 29k | 145.50 |
More positions owned by MPS Loria Financial Planners
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