iShares Russell 3000 Index shares owned by SlateStone Wealth
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by SlateStone Wealth
from 13F filings
Historical chart of SlateStone Wealth investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by SlateStone Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $718k | 2.4k | 300.04 |
| 2023-12-31 | $655k | 2.4k | 273.72 |
| 2023-09-30 | $586k | 2.4k | 244.98 |
| 2023-06-30 | $609k | 2.4k | 254.60 |
| 2023-03-31 | $563k | 2.4k | 235.47 |
| 2021-09-30 | $201k | 789 | 254.75 |
| 2021-06-30 | $202k | 788 | 256.35 |
| 2020-06-30 | $252k | 1.4k | 180.26 |
| 2020-03-31 | $220k | 1.5k | 148.55 |
| 2019-12-31 | $389k | 2.1k | 188.38 |
| 2019-09-30 | $404k | 2.3k | 173.61 |