iShares Russell 3000 Index shares owned by TLWM
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by TLWM
from 13F filings
Historical chart of TLWM investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by TLWM consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by TLWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $86M | 288k | 300.08 |
| 2023-12-31 | $82M | 298k | 273.74 |
| 2023-09-30 | $71M | 288k | 245.06 |
| 2023-06-30 | $65M | 257k | 254.48 |
| 2023-03-31 | $57M | 243k | 235.41 |
| 2022-12-31 | $49M | 221k | 220.68 |
| 2022-09-30 | $25M | 124k | 197.47 |
| 2022-06-30 | $32M | 146k | 217.42 |
| 2022-03-31 | $54M | 206k | 262.35 |
| 2021-12-31 | $57M | 206k | 277.50 |
| 2021-09-30 | $52M | 204k | 254.85 |
| 2021-06-30 | $53M | 208k | 255.87 |
| 2021-03-31 | $47M | 208k | 227.27 |
| 2020-12-31 | $49M | 217k | 223.55 |
| 2020-09-30 | $40M | 217k | 181.82 |
| 2020-06-30 | $20M | 113k | 180.01 |
| 2020-03-31 | $33M | 219k | 148.42 |
| 2019-12-31 | $41M | 216k | 188.45 |
| 2019-09-30 | $40M | 215k | 183.67 |
| 2019-06-30 | $37M | 216k | 172.40 |
| 2019-03-31 | $35M | 210k | 166.90 |
| 2018-12-31 | $32M | 209k | 152.12 |
| 2018-09-30 | $35M | 200k | 172.32 |
| 2018-06-30 | $32M | 197k | 162.11 |
| 2018-03-31 | $30M | 190k | 156.37 |
| 2017-12-31 | $30M | 192k | 158.17 |