iShares Russell 3000 Index shares owned by RMR Wealth Builders
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by RMR Wealth Builders
from 13F filings
Historical chart of RMR Wealth Builders investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by RMR Wealth Builders consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by RMR Wealth Builders
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $246k | 752 | 326.65 |
| 2024-06-30 | $232k | 751 | 308.60 |
| 2024-03-31 | $225k | 750 | 300.12 |
| 2023-12-31 | $205k | 749 | 273.87 |
| 2021-12-31 | $206k | 741 | 278.00 |
| 2021-03-31 | $176k | 740 | 237.84 |
| 2020-12-31 | $13k | 58 | 224.14 |