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iShares Russell 3000 Index shares owned by Prosperity Financial Group

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

Historical chart of Prosperity Financial 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 Prosperity Financial 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 Prosperity Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $297k 782 379.24
2025-06-30 $275k 783 350.83
2025-03-31 $249k 783 317.49
2024-12-31 $262k 783 334.09
2024-09-30 $256k 783 326.57
2024-06-30 $242k 783 308.52
2024-03-31 $235k 783 299.94