iShares Russell 3000 Index shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $349k | 1.1k | 326.73 |
| 2024-06-30 | $783k | 1.1k | 733.25 |
| 2024-03-31 | $321k | 1.1k | 300.08 |
| 2023-12-31 | $349k | 1.3k | 273.74 |
| 2023-09-30 | $312k | 1.3k | 245.06 |
| 2023-06-30 | $324k | 1.3k | 254.48 |
| 2023-03-31 | $300k | 1.3k | 235.41 |
| 2022-12-31 | $281k | 1.3k | 220.68 |
| 2022-09-30 | $264k | 1.3k | 207.38 |
| 2022-06-30 | $277k | 1.3k | 217.60 |
| 2022-03-31 | $334k | 1.3k | 262.37 |
| 2021-12-31 | $353k | 1.3k | 277.30 |
| 2021-09-30 | $324k | 1.3k | 254.52 |
| 2021-06-30 | $326k | 1.3k | 256.09 |