iShares Russell 3000 Index shares owned by Retirement Planning Group
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 3.6k | 326.73 |
| 2024-06-30 | $1.1M | 3.6k | 308.67 |
| 2024-03-31 | $1.1M | 3.6k | 300.08 |
| 2023-12-31 | $979k | 3.6k | 273.74 |
| 2023-09-30 | $713k | 2.9k | 245.06 |
| 2023-06-30 | $776k | 3.1k | 254.48 |
| 2023-03-31 | $718k | 3.1k | 235.41 |
| 2022-12-31 | $673k | 3.1k | 220.68 |
| 2022-09-30 | $636k | 3.1k | 207.10 |
| 2022-06-30 | $668k | 3.1k | 217.52 |
| 2022-03-31 | $806k | 3.1k | 262.46 |
| 2021-12-31 | $852k | 3.1k | 277.43 |
| 2021-09-30 | $783k | 3.1k | 254.97 |
| 2021-06-30 | $786k | 3.1k | 255.94 |
| 2021-03-31 | $729k | 3.1k | 237.38 |
| 2020-12-31 | $687k | 3.1k | 223.71 |
| 2020-09-30 | $601k | 3.1k | 195.70 |
| 2020-06-30 | $553k | 3.1k | 180.07 |
| 2020-03-31 | $462k | 3.1k | 148.46 |
| 2019-12-31 | $587k | 3.1k | 188.62 |
| 2019-09-30 | $541k | 3.1k | 173.84 |
| 2019-06-30 | $536k | 3.1k | 172.24 |
| 2019-03-31 | $519k | 3.1k | 166.77 |
| 2018-12-31 | $457k | 3.1k | 146.85 |
| 2018-09-30 | $536k | 3.1k | 172.24 |
| 2018-06-30 | $525k | 3.2k | 162.44 |
| 2018-03-31 | $505k | 3.2k | 156.25 |
| 2017-12-31 | $511k | 3.2k | 158.11 |
| 2017-09-30 | $482k | 3.2k | 149.13 |
| 2017-06-30 | $465k | 3.2k | 143.87 |
| 2017-03-31 | $452k | 3.2k | 139.85 |
| 2016-12-31 | $430k | 3.2k | 133.04 |
| 2016-09-30 | $414k | 3.2k | 128.09 |
| 2016-06-30 | $401k | 3.2k | 124.07 |
| 2016-03-31 | $391k | 3.2k | 120.98 |
| 2015-12-31 | $389k | 3.2k | 120.36 |
| 2015-09-30 | $368k | 3.2k | 113.86 |
| 2015-06-30 | $432k | 3.5k | 124.07 |
| 2015-03-31 | $444k | 3.6k | 123.95 |
| 2014-12-31 | $493k | 4.0k | 122.33 |
| 2014-09-30 | $471k | 4.0k | 116.87 |
| 2014-06-30 | $474k | 4.0k | 117.62 |
| 2014-03-31 | $519k | 4.6k | 112.36 |
| 2013-12-31 | $600k | 5.4k | 110.60 |
| 2013-09-30 | $552k | 5.5k | 101.06 |
| 2013-06-30 | $773k | 8.0k | 96.42 |
| 2012-12-31 | $662k | 7.8k | 84.69 |
| 2012-09-30 | $646k | 7.7k | 83.44 |
| 2012-06-30 | $192k | 2.4k | 80.44 |
| 2012-03-31 | $118k | 1.4k | 82.98 |
| 2011-12-31 | $118k | 1.6k | 74.26 |
| 2011-09-30 | $54k | 789 | 68.44 |
| 2010-12-31 | $27k | 342 | 78.68 |