iShares Russell 3000 Index shares owned by Prosperity Planning
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Prosperity Planning
from 13F filings
Historical chart of Prosperity Planning investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Prosperity Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $922k | 2.8k | 326.73 |
| 2024-06-30 | $871k | 2.8k | 308.67 |
| 2024-03-31 | $847k | 2.8k | 300.08 |
| 2023-12-31 | $773k | 2.8k | 273.74 |
| 2023-09-30 | $692k | 2.8k | 245.06 |
| 2023-06-30 | $812k | 3.2k | 254.48 |
| 2023-03-31 | $808k | 3.4k | 235.41 |
| 2022-12-31 | $414k | 3.6k | 115.10 |
| 2022-09-30 | $744k | 3.6k | 207.07 |
| 2022-06-30 | $781k | 3.7k | 210.29 |
| 2022-03-31 | $974k | 3.7k | 262.25 |
| 2021-12-31 | $1.0M | 3.7k | 277.60 |
| 2021-09-30 | $1.0M | 4.1k | 254.96 |
| 2021-06-30 | $1.1M | 4.2k | 255.82 |
| 2021-03-31 | $1.1M | 4.8k | 237.25 |
| 2020-12-31 | $1.1M | 5.0k | 223.52 |