iShares Russell 3000 Index shares owned by Tanglewood Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Tanglewood Wealth Management
from 13F filings
Historical chart of Tanglewood Wealth Management investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Tanglewood Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 3000 Index by Tanglewood Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $32M | 98k | 326.73 |
2024-06-30 | $31M | 99k | 308.67 |
2024-03-31 | $32M | 107k | 300.08 |
2023-12-31 | $31M | 114k | 273.74 |
2023-09-30 | $20M | 80k | 245.06 |
2023-06-30 | $28M | 109k | 254.48 |
2023-03-31 | $19M | 79k | 235.41 |
2022-12-31 | $18M | 82k | 220.68 |
2022-09-30 | $17M | 83k | 207.03 |
2022-06-30 | $20M | 93k | 217.39 |
2022-03-31 | $28M | 107k | 262.37 |
2021-12-31 | $32M | 114k | 277.50 |
2021-09-30 | $31M | 120k | 254.85 |
2021-06-30 | $36M | 139k | 255.91 |
2021-03-31 | $33M | 140k | 237.23 |
2020-12-31 | $32M | 142k | 223.55 |
2020-09-30 | $28M | 141k | 195.71 |
2020-06-30 | $26M | 146k | 180.06 |
2020-03-31 | $23M | 152k | 148.33 |
2019-12-31 | $36M | 193k | 188.49 |
2019-09-30 | $34M | 197k | 173.77 |
2019-06-30 | $34M | 198k | 172.36 |
2019-03-31 | $42M | 252k | 166.70 |
2018-12-31 | $37M | 254k | 146.92 |
2018-09-30 | $46M | 265k | 172.30 |
2018-06-30 | $44M | 270k | 162.29 |
2018-03-31 | $41M | 259k | 156.34 |
2017-12-31 | $40M | 254k | 158.17 |
2017-09-30 | $39M | 263k | 149.28 |
2017-06-30 | $46M | 316k | 144.02 |
2017-03-31 | $44M | 317k | 139.90 |
2016-12-31 | $31M | 234k | 132.98 |
2016-09-30 | $21M | 167k | 128.19 |
2016-06-30 | $16M | 132k | 124.02 |
2016-03-31 | $18M | 150k | 120.86 |
2015-12-31 | $65M | 542k | 120.31 |
2015-09-30 | $81M | 710k | 113.89 |
2015-06-30 | $80M | 642k | 123.98 |
2015-03-31 | $61M | 492k | 123.85 |
2014-12-31 | $60M | 491k | 122.29 |
2014-09-30 | $48M | 411k | 116.79 |
2014-06-30 | $1.6M | 13k | 117.67 |
2014-03-31 | $958k | 8.5k | 112.31 |
2013-12-31 | $27M | 244k | 110.65 |
2013-09-30 | $25M | 244k | 101.14 |
2013-06-30 | $23M | 239k | 96.40 |
2013-03-31 | $727k | 7.8k | 93.49 |
2012-12-31 | $976k | 12k | 84.72 |
2012-06-30 | $919k | 11k | 80.35 |
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