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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Naviter Wealth 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 Naviter Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $204k | 680 | 300.08 |
2022-12-31 | $6.4M | 27k | 231.76 |