iShares Russell 3000 Index shares owned by O'Brien Wealth Partners
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by O'Brien Wealth Partners
from 13F filings
Historical chart of O'Brien Wealth Partners investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by O'Brien Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by O'Brien Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $16M | 52k | 308.67 |
| 2024-03-31 | $16M | 52k | 300.08 |
| 2023-12-31 | $15M | 53k | 273.74 |
| 2023-09-30 | $13M | 53k | 245.06 |
| 2023-06-30 | $14M | 54k | 254.48 |
| 2023-03-31 | $13M | 55k | 235.41 |
| 2022-12-31 | $12M | 56k | 220.68 |
| 2022-09-30 | $12M | 58k | 207.05 |
| 2022-06-30 | $12M | 56k | 217.39 |
| 2022-03-31 | $13M | 56k | 229.23 |
| 2021-12-31 | $15M | 57k | 261.85 |
| 2021-09-30 | $15M | 59k | 257.06 |
| 2021-06-30 | $16M | 60k | 259.41 |
| 2021-03-31 | $15M | 61k | 244.43 |
| 2020-12-31 | $15M | 64k | 229.05 |
| 2020-09-30 | $14M | 67k | 202.30 |
| 2020-06-30 | $14M | 74k | 183.17 |
| 2020-03-31 | $11M | 76k | 144.17 |
| 2019-12-31 | $15M | 81k | 189.47 |
| 2019-09-30 | $15M | 86k | 173.78 |
| 2019-06-30 | $16M | 92k | 175.43 |
| 2019-03-31 | $16M | 94k | 166.70 |
| 2018-12-31 | $15M | 95k | 153.97 |
| 2018-09-30 | $18M | 104k | 172.30 |
| 2018-06-30 | $17M | 104k | 162.29 |
| 2018-03-31 | $17M | 111k | 156.34 |
| 2017-12-31 | $19M | 124k | 149.28 |
| 2017-09-30 | $19M | 124k | 149.28 |
| 2017-06-30 | $19M | 133k | 144.02 |
| 2017-03-31 | $20M | 139k | 139.90 |
| 2016-12-31 | $19M | 145k | 132.98 |
| 2016-09-30 | $19M | 148k | 128.19 |
| 2016-06-30 | $19M | 150k | 124.02 |
| 2016-03-31 | $19M | 157k | 120.86 |