iShares Russell 3000 Index shares owned by Plan
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Plan
from 13F filings
Historical chart of Plan investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Plan consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 3000 Index by Plan
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $450k | 1.2k | 378.94 |
| 2025-06-30 | $417k | 1.2k | 351.00 |
| 2025-03-31 | $331k | 1.0k | 317.64 |
| 2024-12-31 | $348k | 1.0k | 334.25 |
| 2024-09-30 | $341k | 1.0k | 326.73 |
| 2024-06-30 | $322k | 1.0k | 308.67 |
| 2024-03-31 | $313k | 1.0k | 300.08 |
| 2023-12-31 | $297k | 1.1k | 273.74 |
| 2023-09-30 | $280k | 1.1k | 245.06 |
| 2023-06-30 | $291k | 1.1k | 254.48 |
| 2023-03-31 | $269k | 1.1k | 235.41 |
| 2022-12-31 | $253k | 1.1k | 220.68 |
| 2022-09-30 | $237k | 1.1k | 207.17 |
| 2022-06-30 | $249k | 1.1k | 217.66 |
| 2022-03-31 | $300k | 1.1k | 262.24 |
| 2021-12-31 | $317k | 1.1k | 277.10 |
| 2021-09-30 | $292k | 1.1k | 255.24 |
| 2021-06-30 | $293k | 1.1k | 256.12 |
| 2021-03-31 | $304k | 1.3k | 237.31 |
| 2020-12-31 | $286k | 1.3k | 223.26 |
| 2020-09-30 | $251k | 1.3k | 195.94 |
| 2020-06-30 | $231k | 1.3k | 180.33 |
| 2015-03-31 | $348k | 2.8k | 123.89 |