iShares Russell 3000 Index shares owned by P.J. Schmidt Investment Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by P.J. Schmidt Investment Management
from 13F filings
Historical chart of P.J. Schmidt Investment Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by P.J. Schmidt Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $376k | 1.2k | 326.73 |
| 2024-06-30 | $355k | 1.2k | 308.67 |
| 2024-03-31 | $345k | 1.2k | 300.08 |
| 2023-12-31 | $321k | 1.2k | 279.17 |
| 2023-09-30 | $365k | 1.5k | 243.47 |
| 2023-06-30 | $393k | 1.5k | 261.82 |
| 2023-03-31 | $354k | 1.5k | 236.03 |
| 2022-12-31 | $331k | 1.5k | 220.68 |
| 2022-09-30 | $324k | 1.5k | 216.00 |
| 2022-06-30 | $358k | 1.5k | 238.67 |
| 2022-03-31 | $430k | 1.8k | 238.89 |
| 2021-12-31 | $470k | 1.8k | 261.11 |
| 2021-09-30 | $487k | 1.8k | 270.56 |
| 2021-06-30 | $470k | 1.8k | 261.11 |
| 2021-03-31 | $452k | 1.8k | 251.11 |
| 2020-12-31 | $401k | 1.8k | 222.78 |
| 2020-09-30 | $358k | 1.8k | 198.89 |
| 2020-06-30 | $324k | 1.8k | 180.00 |
| 2020-03-31 | $267k | 1.8k | 148.33 |
| 2019-12-31 | $415k | 2.2k | 188.64 |
| 2019-09-30 | $382k | 2.2k | 173.64 |
| 2019-06-30 | $414k | 2.4k | 172.50 |
| 2019-03-31 | $400k | 2.4k | 166.67 |
| 2018-12-31 | $514k | 3.5k | 146.86 |
| 2018-09-30 | $603k | 3.5k | 172.29 |
| 2018-06-30 | $568k | 3.5k | 162.29 |
| 2018-03-31 | $547k | 3.5k | 156.29 |
| 2017-12-31 | $554k | 3.5k | 158.29 |
| 2017-09-30 | $522k | 3.5k | 149.14 |
| 2017-06-30 | $504k | 3.5k | 144.00 |
| 2017-03-31 | $490k | 3.5k | 140.00 |
| 2016-12-31 | $465k | 3.5k | 132.86 |
| 2016-09-30 | $449k | 3.5k | 128.29 |
| 2016-06-30 | $434k | 3.5k | 124.00 |
| 2016-03-31 | $423k | 3.5k | 120.86 |
| 2015-12-31 | $421k | 3.5k | 120.29 |
| 2015-09-30 | $399k | 3.5k | 114.00 |
| 2015-06-30 | $434k | 3.5k | 124.00 |
| 2015-03-31 | $433k | 3.5k | 123.71 |
| 2014-12-31 | $428k | 3.5k | 122.29 |
| 2014-09-30 | $409k | 3.5k | 116.86 |
| 2014-06-30 | $589k | 5.0k | 117.80 |
| 2014-03-31 | $562k | 5.0k | 112.40 |
| 2013-12-31 | $664k | 6.0k | 110.67 |
| 2013-09-30 | $607k | 6.0k | 101.17 |
| 2013-06-30 | $624k | 6.5k | 96.45 |
| 2013-03-31 | $605k | 6.5k | 93.51 |
More positions owned by P.J. Schmidt Investment Management
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