iShares Russell 3000 Index shares owned by Planning Alternatives
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Planning Alternatives
from 13F filings
Historical chart of Planning Alternatives investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Planning Alternatives consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Planning Alternatives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 7.7k | 326.72 |
| 2024-06-30 | $2.4M | 7.8k | 308.66 |
| 2024-03-31 | $2.3M | 7.8k | 300.07 |
| 2023-12-31 | $2.1M | 7.6k | 273.73 |
| 2023-09-30 | $1.9M | 7.6k | 245.05 |
| 2023-06-30 | $1.9M | 7.6k | 254.47 |
| 2023-03-31 | $1.8M | 7.6k | 235.40 |
| 2022-12-31 | $1.7M | 7.6k | 220.67 |
| 2022-09-30 | $1.6M | 7.6k | 207.02 |
| 2022-06-30 | $1.6M | 7.6k | 217.32 |
| 2022-03-31 | $2.0M | 7.6k | 262.34 |
| 2021-12-31 | $2.1M | 7.6k | 277.53 |
| 2021-09-30 | $3.2M | 13k | 254.86 |
| 2021-06-30 | $3.2M | 13k | 255.92 |
| 2021-03-31 | $3.0M | 13k | 237.21 |
| 2020-12-31 | $2.8M | 13k | 223.56 |
| 2020-09-30 | $2.6M | 13k | 195.71 |
| 2020-06-30 | $2.5M | 14k | 180.08 |
| 2020-03-31 | $2.2M | 15k | 148.31 |
| 2019-12-31 | $3.7M | 20k | 188.50 |
| 2019-09-30 | $3.7M | 21k | 173.78 |
| 2019-06-30 | $3.9M | 23k | 172.38 |
| 2019-03-31 | $3.9M | 23k | 166.70 |
| 2018-12-31 | $5.0M | 34k | 146.91 |
| 2018-09-30 | $6.2M | 36k | 172.29 |
| 2018-06-30 | $6.1M | 38k | 162.30 |
| 2018-03-31 | $6.1M | 39k | 156.35 |
| 2017-12-31 | $6.4M | 41k | 158.17 |
| 2017-09-30 | $6.0M | 41k | 149.29 |
| 2017-06-30 | $6.0M | 41k | 144.02 |
| 2017-03-31 | $5.9M | 42k | 139.91 |
| 2016-12-31 | $5.9M | 44k | 132.99 |
| 2016-09-30 | $5.9M | 46k | 128.19 |
| 2016-06-30 | $5.9M | 48k | 124.01 |
| 2016-03-31 | $5.8M | 48k | 120.87 |
| 2015-12-31 | $14M | 119k | 120.31 |
| 2015-09-30 | $14M | 124k | 113.89 |
| 2015-06-30 | $19M | 156k | 123.98 |
| 2015-03-31 | $20M | 159k | 123.85 |
| 2014-12-31 | $22M | 179k | 122.29 |
| 2014-09-30 | $22M | 185k | 116.79 |
| 2014-06-30 | $22M | 188k | 117.74 |
| 2014-03-31 | $22M | 196k | 112.31 |
| 2013-12-31 | $23M | 209k | 110.65 |
| 2013-09-30 | $20M | 198k | 101.14 |
| 2013-06-30 | $14M | 146k | 96.40 |
| 2013-03-31 | $18M | 189k | 93.46 |