iShares Russell 3000 Index shares owned by Strategic Financial
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Strategic Financial
from 13F filings
Historical chart of Strategic Financial investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Strategic Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Strategic Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $27M | 97k | 273.74 |
| 2023-09-30 | $24M | 97k | 245.06 |
| 2023-06-30 | $25M | 97k | 254.48 |
| 2023-03-31 | $23M | 97k | 235.41 |
| 2022-12-31 | $23M | 103k | 220.68 |
| 2022-09-30 | $21M | 103k | 207.04 |
| 2022-06-30 | $24M | 109k | 217.39 |
| 2022-03-31 | $31M | 118k | 262.37 |
| 2021-12-31 | $31M | 113k | 277.50 |