iShares Russell 3000 Index shares owned by Rebalance
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Rebalance
from 13F filings
Historical chart of Rebalance investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Rebalance consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Rebalance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 25k | 378.93 |
| 2025-06-30 | $8.6M | 25k | 351.00 |
| 2025-03-31 | $6.0M | 19k | 317.63 |
| 2024-12-31 | $6.3M | 19k | 334.24 |
| 2024-09-30 | $6.1M | 19k | 326.73 |
| 2024-06-30 | $5.8M | 19k | 308.67 |
| 2024-03-31 | $5.6M | 19k | 300.08 |
| 2023-12-31 | $5.5M | 20k | 273.73 |
| 2023-09-30 | $5.2M | 21k | 245.06 |
| 2023-06-30 | $5.4M | 21k | 254.48 |
| 2023-03-31 | $5.0M | 21k | 235.41 |
| 2022-12-31 | $4.6M | 21k | 220.67 |