iShares Russell 3000 Index shares owned by Rockwood Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Rockwood Wealth Management
from 13F filings
Historical chart of Rockwood 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 Rockwood Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 3000 Index by Rockwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $393k | 1.0k | 378.82 |
| 2025-06-30 | $364k | 1.0k | 350.89 |
| 2025-03-31 | $329k | 1.0k | 317.64 |
| 2024-12-31 | $348k | 1.0k | 335.63 |
| 2024-09-30 | $339k | 1.0k | 326.73 |
| 2024-06-30 | $320k | 1.0k | 308.67 |
| 2024-03-31 | $311k | 1.0k | 300.08 |
| 2023-12-31 | $284k | 1.0k | 273.74 |
| 2023-09-30 | $254k | 1.0k | 245.06 |
| 2023-06-30 | $264k | 1.0k | 254.48 |
| 2023-03-31 | $244k | 1.0k | 235.41 |
| 2022-12-31 | $232k | 1.1k | 220.68 |
| 2022-09-30 | $218k | 1.1k | 207.04 |
| 2022-06-30 | $229k | 1.1k | 217.39 |
| 2022-03-31 | $276k | 1.1k | 262.37 |
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