iShares Russell 3000 Index shares owned by Partners in Financial Planning
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Partners in Financial Planning
from 13F filings
Historical chart of Partners in Financial Planning investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Partners in Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $232k | 611 | 378.94 |
| 2025-06-30 | $215k | 611 | 351.00 |
| 2024-09-30 | $291k | 891 | 326.73 |
| 2024-06-30 | $275k | 891 | 308.67 |
| 2024-03-31 | $267k | 891 | 300.08 |
| 2023-12-31 | $244k | 891 | 273.74 |
| 2023-09-30 | $218k | 891 | 245.06 |
| 2023-06-30 | $227k | 891 | 254.48 |
| 2023-03-31 | $210k | 891 | 235.41 |
| 2022-09-30 | $204k | 891 | 228.94 |
| 2022-06-30 | $210k | 891 | 235.79 |
| 2022-03-31 | $220k | 891 | 246.89 |
| 2021-12-31 | $229k | 891 | 256.55 |
| 2021-09-30 | $227k | 891 | 254.85 |
| 2021-06-30 | $228k | 891 | 255.91 |
More positions owned by Partners in Financial Planning
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