iShares Russell 3000 Index shares owned by SkyOak Wealt
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by SkyOak Wealt
from 13F filings
Historical chart of SkyOak Wealt investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by SkyOak Wealt
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1M | 2.7k | 386.82 |
| 2025-09-30 | $1.0M | 2.8k | 378.98 |
| 2025-06-30 | $983k | 2.8k | 350.97 |
| 2025-03-31 | $894k | 2.8k | 317.67 |
| 2024-12-31 | $955k | 2.9k | 334.22 |
| 2024-09-30 | $1.0M | 3.1k | 326.75 |
| 2024-06-30 | $1.0M | 3.3k | 308.63 |
| 2024-03-31 | $971k | 3.2k | 300.08 |
| 2023-12-31 | $910k | 3.3k | 273.70 |
| 2023-09-30 | $827k | 3.4k | 245.06 |
| 2023-06-30 | $859k | 3.4k | 254.48 |
| 2023-03-31 | $780k | 3.3k | 235.41 |
| 2022-12-31 | $714k | 3.2k | 220.68 |
| 2022-09-30 | $669k | 3.2k | 207.18 |
| 2022-06-30 | $769k | 3.5k | 217.42 |
| 2022-03-31 | $925k | 3.5k | 262.41 |
| 2021-12-31 | $982k | 3.5k | 277.40 |
| 2021-09-30 | $911k | 3.6k | 254.90 |
| 2021-06-30 | $956k | 3.7k | 256.03 |
| 2021-03-31 | $988k | 3.9k | 250.32 |
| 2020-12-31 | $969k | 4.3k | 223.53 |
| 2020-09-30 | $1.2M | 6.0k | 195.69 |
| 2020-06-30 | $1.3M | 7.0k | 180.01 |
| 2020-03-31 | $1.6M | 11k | 148.37 |
| 2019-12-31 | $2.1M | 11k | 188.45 |