iShares Russell 3000 Index shares owned by Shakespeare Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Shakespeare Wealth Management
from 13F filings
Historical chart of Shakespeare 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 Shakespeare Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 3000 Index by Shakespeare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $458k | 1.2k | 386.78 |
| 2025-09-30 | $467k | 1.2k | 378.82 |
| 2025-06-30 | $433k | 1.2k | 351.14 |
| 2025-03-31 | $401k | 1.3k | 317.73 |
| 2024-12-31 | $422k | 1.3k | 334.30 |
| 2024-09-30 | $412k | 1.3k | 326.74 |
| 2024-03-31 | $425k | 1.4k | 300.01 |
| 2023-09-30 | $289k | 1.2k | 245.09 |
| 2023-06-30 | $307k | 1.2k | 254.51 |
| 2023-03-31 | $289k | 1.2k | 235.41 |
| 2022-12-31 | $271k | 1.2k | 220.68 |
| 2022-09-30 | $255k | 1.2k | 207.15 |
| 2022-06-30 | $270k | 1.2k | 219.33 |
| 2022-03-31 | $305k | 1.2k | 264.99 |
| 2021-12-31 | $278k | 1.0k | 278.00 |
| 2021-09-30 | $258k | 1.0k | 258.00 |
| 2021-06-30 | $284k | 1.1k | 262.96 |
| 2021-03-31 | $256k | 1.1k | 237.04 |
| 2020-12-31 | $241k | 1.1k | 223.15 |
| 2020-09-30 | $762k | 3.9k | 195.64 |
| 2020-06-30 | $701k | 3.9k | 179.97 |
| 2020-03-31 | $578k | 3.9k | 148.40 |
| 2019-12-31 | $260k | 1.4k | 188.13 |
| 2019-09-30 | $240k | 1.4k | 173.66 |
| 2019-06-30 | $238k | 1.4k | 172.21 |
| 2019-03-31 | $230k | 1.4k | 166.43 |
| 2018-12-31 | $203k | 1.4k | 146.89 |
More positions owned by Shakespeare Wealth Management
View all positions for Shakespeare Wealth Management