Punch & Associates Investment Management »

iShares Russell 3000 Index shares owned by Punch & Associates Investment Management

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Punch & Associates Investment Management from 13F filings

Historical chart of Punch & Associates Investment 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 Punch & Associates Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Index by Punch & Associates Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 4.9k 378.93
2025-06-30 $1.6M 4.7k 351.04
2025-03-31 $1.5M 4.6k 317.65
2024-12-31 $1.6M 4.7k 334.23
2024-09-30 $1.2M 3.8k 326.75
2024-06-30 $825k 2.7k 308.63
2024-03-31 $666k 2.2k 300.05
2023-12-31 $503k 1.8k 273.70