iShares Russell 3000 Index shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.8M | 10k | 273.75 |
| 2023-09-30 | $2.5M | 10k | 245.05 |
| 2023-06-30 | $2.6M | 10k | 254.47 |
| 2023-03-31 | $2.4M | 10k | 235.40 |
| 2022-12-31 | $2.2M | 10k | 220.68 |
| 2022-09-30 | $2.0M | 9.9k | 207.03 |
| 2022-06-30 | $2.4M | 11k | 217.34 |
| 2022-03-31 | $3.1M | 12k | 262.38 |
| 2021-12-31 | $3.2M | 12k | 277.47 |
| 2021-09-30 | $3.0M | 12k | 254.86 |
| 2021-06-30 | $3.0M | 12k | 255.89 |
| 2021-03-31 | $2.8M | 12k | 237.27 |
| 2020-12-31 | $2.6M | 12k | 223.55 |