iShares Russell 3000 Index shares owned by Pathstone Holdings
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Pathstone Holdings
from 13F filings
Historical chart of Pathstone Holdings investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 3000 Index by Pathstone Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $9.9M | 26k | 386.86 |
| 2025-09-30 | $9.7M | 26k | 378.95 |
| 2025-06-30 | $8.9M | 25k | 351.00 |
| 2025-03-31 | $7.8M | 25k | 317.66 |
| 2024-12-31 | $8.8M | 26k | 334.25 |
| 2024-09-30 | $8.0M | 25k | 326.70 |
| 2024-06-30 | $7.6M | 25k | 308.67 |
| 2024-03-31 | $5.9M | 20k | 300.12 |
| 2023-12-31 | $3.8M | 14k | 273.73 |