iShares Russell 3000 Index shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $255k | 850 | 300.08 |
| 2022-03-31 | $223k | 850 | 262.35 |
| 2021-12-31 | $362k | 1.3k | 277.61 |
| 2021-09-30 | $332k | 1.3k | 255.19 |
| 2021-03-31 | $308k | 1.3k | 237.11 |
| 2020-12-31 | $290k | 1.3k | 223.25 |
| 2020-09-30 | $254k | 1.3k | 195.84 |
| 2020-06-30 | $234k | 1.3k | 180.42 |
| 2019-12-31 | $306k | 1.6k | 188.54 |
| 2019-09-30 | $287k | 1.6k | 174.04 |
| 2016-12-31 | $256k | 1.9k | 133.13 |