iShares Russell 3000 Index shares owned by Sensible Money
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Sensible Money
from 13F filings
Historical chart of Sensible Money investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Sensible Money consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Sensible Money
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 3.7k | 326.73 |
| 2024-06-30 | $1.2M | 4.0k | 308.67 |
| 2024-03-31 | $1.2M | 4.0k | 300.08 |
| 2023-12-31 | $1.1M | 4.0k | 273.74 |
| 2023-09-30 | $1.0M | 4.1k | 245.06 |
| 2023-06-30 | $1.1M | 4.1k | 254.48 |
| 2023-03-31 | $951k | 4.0k | 235.41 |
| 2022-12-31 | $892k | 4.0k | 220.68 |