iShares Russell 3000 Index shares owned by O'shaughnessy Asset Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by O'shaughnessy Asset Management
from 13F filings
Historical chart of O'shaughnessy Asset Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by O'shaughnessy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $8.1M | 21k | 386.85 |
| 2025-09-30 | $4.5M | 12k | 378.94 |
| 2025-06-30 | $4.2M | 12k | 351.00 |
| 2025-03-31 | $3.9M | 12k | 317.64 |
| 2024-12-31 | $6.4M | 19k | 334.25 |
| 2024-09-30 | $471k | 1.4k | 332.76 |
| 2024-06-30 | $368k | 1.2k | 308.67 |
| 2024-03-31 | $265k | 883 | 300.08 |
| 2023-12-31 | $3.1M | 11k | 273.74 |
| 2023-09-30 | $177k | 724 | 245.06 |
| 2023-06-30 | $184k | 724 | 254.48 |
| 2023-03-31 | $170k | 724 | 235.41 |
| 2022-12-31 | $3.6M | 16k | 220.68 |
| 2022-09-30 | $150k | 724 | 207.18 |
| 2022-06-30 | $157k | 724 | 216.85 |
| 2022-03-31 | $312k | 1.2k | 261.96 |
| 2021-12-31 | $4.4M | 16k | 277.49 |
| 2019-12-31 | $15M | 81k | 188.48 |
| 2018-12-31 | $14M | 98k | 146.92 |
| 2017-12-31 | $637k | 4.0k | 158.26 |
| 2016-12-31 | $84k | 631 | 133.12 |
| 2015-12-31 | $2.7M | 23k | 120.29 |
More positions owned by O'shaughnessy Asset Management
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