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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 3000 Index by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
View all positions for Phillips Financial Management