iShares Russell 3000 Index shares owned by New England Guild Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by New England Guild Wealth Advisors
from 13F filings
Historical chart of New England Guild Wealth Advisors investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by New England Guild Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-12-31 | $262k | 1.2k | 221.10 |
2022-09-30 | $245k | 1.2k | 206.75 |
2022-06-30 | $258k | 1.2k | 217.72 |
2022-03-31 | $311k | 1.2k | 262.45 |
2021-12-31 | $329k | 1.2k | 277.64 |
2021-09-30 | $302k | 1.2k | 254.85 |
2021-06-30 | $313k | 1.2k | 255.51 |
2021-03-31 | $291k | 1.2k | 237.55 |
2020-12-31 | $270k | 1.2k | 223.51 |
2020-09-30 | $236k | 1.2k | 195.36 |
2020-06-30 | $218k | 1.2k | 180.46 |
2020-03-31 | $201k | 1.4k | 148.01 |
2019-12-31 | $256k | 1.4k | 188.51 |
2019-09-30 | $338k | 1.9k | 173.60 |
2019-06-30 | $336k | 1.9k | 172.57 |
2019-03-31 | $376k | 2.3k | 166.89 |
2018-12-31 | $331k | 2.3k | 146.98 |
2018-09-30 | $387k | 2.2k | 172.15 |
2018-06-30 | $365k | 2.2k | 162.51 |
2018-03-31 | $351k | 2.2k | 156.28 |
2017-12-31 | $355k | 2.2k | 158.13 |
More positions owned by New England Guild Wealth Advisors
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