iShares Russell 3000 Index shares owned by Newton One Investments
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Newton One Investments
from 13F filings
Historical chart of Newton One Investments investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Newton One Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $222k | 585 | 378.72 |
| 2025-06-30 | $205k | 583 | 351.13 |
| 2025-03-31 | $185k | 582 | 317.47 |
| 2024-12-31 | $215k | 645 | 333.99 |
| 2024-09-30 | $210k | 643 | 326.51 |
| 2024-06-30 | $198k | 640 | 308.88 |
| 2024-03-31 | $192k | 639 | 300.00 |
| 2023-12-31 | $174k | 637 | 273.84 |
| 2023-09-30 | $155k | 632 | 245.12 |
| 2023-06-30 | $161k | 632 | 254.54 |
| 2023-03-31 | $148k | 631 | 235.23 |
| 2022-12-31 | $139k | 628 | 220.77 |
| 2022-09-30 | $130k | 628 | 207.01 |
| 2022-06-30 | $137k | 628 | 218.15 |
| 2022-03-31 | $165k | 628 | 262.74 |
| 2021-12-31 | $174k | 628 | 277.07 |
| 2021-09-30 | $159k | 624 | 254.81 |
| 2021-06-30 | $160k | 624 | 256.41 |
| 2021-03-31 | $147k | 621 | 236.72 |
| 2020-12-31 | $139k | 621 | 223.83 |