iShares Russell 3000 Index shares owned by Naviter Wealth
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Naviter Wealth
from 13F filings
Historical chart of Naviter Wealth investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Naviter Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $252k | 650 | 386.85 |
| 2025-06-30 | $239k | 680 | 351.00 |
| 2025-03-31 | $215k | 680 | 315.99 |
| 2024-12-31 | $227k | 680 | 334.25 |
| 2024-09-30 | $222k | 680 | 326.73 |
| 2024-06-30 | $210k | 680 | 308.67 |
| 2024-03-31 | $204k | 680 | 300.08 |
| 2022-12-31 | $6.4M | 27k | 231.76 |