iShares Russell 3000 Index shares owned by Sowell Financial Services
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.0M | 12k | 326.76 |
| 2024-06-30 | $3.2M | 10k | 308.63 |
| 2023-03-31 | $1.4M | 6.1k | 235.43 |
| 2021-03-31 | $838k | 3.4k | 249.48 |
| 2020-12-31 | $730k | 3.3k | 223.65 |
| 2020-09-30 | $542k | 2.8k | 195.81 |
| 2020-06-30 | $430k | 2.4k | 179.99 |
| 2020-03-31 | $395k | 2.7k | 148.27 |
| 2019-12-31 | $248k | 1.3k | 188.45 |
| 2019-09-30 | $229k | 1.3k | 174.01 |
| 2016-12-31 | $73k | 526 | 138.78 |