iShares Russell 3000 Index shares owned by Phillips Financial Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $158k | 473 | 334.25 |
| 2024-09-30 | $155k | 473 | 326.73 |
| 2024-06-30 | $151k | 489 | 308.67 |
| 2024-03-31 | $147k | 489 | 300.08 |
| 2023-12-31 | $134k | 489 | 273.74 |
| 2023-09-30 | $120k | 489 | 245.06 |
| 2023-06-30 | $139k | 546 | 254.48 |
| 2023-03-31 | $129k | 546 | 235.41 |
| 2022-12-31 | $121k | 546 | 220.68 |
| 2022-09-30 | $113k | 546 | 206.96 |
More positions owned by Phillips Financial Management
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