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iShares Russell 3000 Index shares owned by Prestige Wealth Management Group

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Prestige Wealth Management Group from 13F filings

Historical chart of Prestige Wealth Management Group investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by Prestige Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Index by Prestige Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $153k 404 379.23
2025-06-30 $142k 403 351.27
2025-03-31 $128k 402 317.84
2024-12-31 $134k 401 334.43