iShares Russell 3000 Index shares owned by Sterneck Capital Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Sterneck Capital Management
from 13F filings
Historical chart of Sterneck Capital Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Sterneck Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $239k | 716 | 334.03 |
| 2024-09-30 | $392k | 1.2k | 326.60 |
| 2024-06-30 | $371k | 1.2k | 308.55 |
| 2024-03-31 | $360k | 1.2k | 299.96 |
| 2023-12-31 | $329k | 1.2k | 273.63 |
| 2023-09-30 | $294k | 1.2k | 244.96 |
| 2023-06-30 | $306k | 1.2k | 254.38 |
| 2023-03-31 | $283k | 1.2k | 235.32 |
| 2022-12-31 | $265k | 1.2k | 220.59 |
| 2022-09-30 | $249k | 1.2k | 207.33 |
| 2022-06-30 | $261k | 1.2k | 217.32 |
| 2022-03-31 | $341k | 1.3k | 262.11 |
| 2021-12-31 | $574k | 2.1k | 277.56 |
| 2021-09-30 | $527k | 2.1k | 254.84 |
| 2021-06-30 | $681k | 2.6k | 260.82 |
More positions owned by Sterneck Capital Management
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