iShares Russell 3000 Index shares owned by PRW Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by PRW Wealth Management
from 13F filings
Historical chart of PRW Wealth Management investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by PRW Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 3000 Index by PRW Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.6M | 11k | 236.92 |
| 2023-03-31 | $2.5M | 11k | 237.96 |
| 2022-09-30 | $987k | 4.8k | 207.05 |
| 2022-06-30 | $1.3M | 6.2k | 217.43 |
| 2022-03-31 | $3.3M | 13k | 262.36 |
| 2021-12-31 | $2.1M | 7.5k | 277.51 |
| 2021-09-30 | $1.9M | 7.5k | 254.89 |
| 2021-06-30 | $388k | 1.5k | 255.60 |
| 2021-03-31 | $1.8M | 7.4k | 237.21 |
| 2020-12-31 | $1.7M | 7.4k | 223.51 |
| 2020-09-30 | $1.5M | 7.6k | 195.67 |
| 2020-06-30 | $1.4M | 7.6k | 180.06 |
| 2020-03-31 | $978k | 6.6k | 148.36 |
| 2019-12-31 | $2.1M | 11k | 188.51 |
| 2019-09-30 | $2.0M | 11k | 173.75 |
| 2019-06-30 | $2.0M | 12k | 172.35 |
| 2019-03-31 | $1.9M | 12k | 166.67 |
| 2018-12-31 | $1.9M | 13k | 147.05 |