iShares Russell 3000 Index shares owned by Sargent Investment Group
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Sargent Investment Group
from 13F filings
Historical chart of Sargent Investment Group investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Sargent Investment Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Sargent Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1M | 2.7k | 386.85 |
| 2025-06-30 | $875k | 2.4k | 359.33 |
| 2025-03-31 | $878k | 2.8k | 317.64 |
| 2024-12-31 | $257k | 773 | 332.13 |
| 2024-09-30 | $267k | 818 | 326.73 |
| 2024-06-30 | $250k | 810 | 308.67 |