iShares Russell 3000 Index shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $210k | 641 | 326.94 |
| 2024-06-30 | $197k | 639 | 308.82 |
| 2024-03-31 | $191k | 638 | 299.94 |
| 2023-12-31 | $174k | 636 | 273.78 |
| 2023-09-30 | $155k | 631 | 245.08 |
| 2023-06-30 | $161k | 631 | 254.50 |
| 2023-03-31 | $148k | 629 | 235.56 |
| 2022-12-31 | $138k | 627 | 220.72 |
| 2022-09-30 | $130k | 625 | 208.00 |
| 2022-06-30 | $135k | 622 | 217.04 |
| 2022-03-31 | $163k | 619 | 263.33 |
| 2021-12-31 | $171k | 618 | 276.70 |
| 2021-09-30 | $157k | 616 | 254.87 |
| 2021-06-30 | $157k | 614 | 255.70 |
| 2021-03-31 | $169k | 1.2k | 144.69 |
| 2020-12-31 | $181k | 810 | 223.46 |
| 2020-09-30 | $178k | 907 | 196.25 |
| 2020-06-30 | $217k | 1.2k | 180.38 |
| 2020-03-31 | $193k | 1.3k | 148.46 |
| 2019-12-31 | $244k | 1.3k | 188.71 |
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