iShares Russell 3000 Index shares owned by N.E.W. Advisory Services
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by N.E.W. Advisory Services
from 13F filings
Historical chart of N.E.W. Advisory Services investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by N.E.W. Advisory Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by N.E.W. Advisory Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $332k | 993 | 334.36 |
2024-09-30 | $325k | 993 | 326.84 |
2024-06-30 | $313k | 1.0k | 308.77 |
2024-03-31 | $304k | 1.0k | 299.88 |
2023-12-31 | $280k | 1.0k | 273.56 |
2023-09-30 | $264k | 1.1k | 244.91 |
2023-06-30 | $274k | 1.1k | 254.33 |
2023-03-31 | $315k | 1.3k | 235.29 |
2022-12-31 | $298k | 1.4k | 220.57 |
2022-09-30 | $278k | 1.3k | 207.31 |
2022-06-30 | $291k | 1.3k | 217.00 |
2022-03-31 | $809k | 3.4k | 236.76 |
2021-12-31 | $436k | 1.6k | 277.35 |
2021-09-30 | $400k | 1.6k | 254.45 |
2021-06-30 | $430k | 1.7k | 257.18 |
2021-03-31 | $820k | 3.4k | 239.98 |
2020-12-31 | $1.1M | 5.0k | 223.90 |