iShares Russell 3000 Index shares owned by Tolleson Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Tolleson Wealth Management
from 13F filings
Historical chart of Tolleson Wealth Management investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Tolleson Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 3000 Index by Tolleson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.0M | 9.1k | 326.72 |
| 2024-03-31 | $3.0M | 10k | 300.10 |
| 2023-12-31 | $2.8M | 10k | 273.77 |
| 2023-09-30 | $2.5M | 10k | 246.06 |
| 2023-06-30 | $2.6M | 10k | 254.44 |
| 2023-03-31 | $2.5M | 11k | 235.37 |
| 2022-12-31 | $2.4M | 11k | 220.64 |
| 2022-09-30 | $2.3M | 11k | 207.01 |
| 2022-06-30 | $2.4M | 11k | 217.38 |
| 2022-03-31 | $3.0M | 11k | 262.40 |
| 2021-12-31 | $3.2M | 12k | 277.49 |
| 2021-09-30 | $2.9M | 12k | 254.89 |
| 2021-06-30 | $3.0M | 12k | 255.94 |
| 2021-03-31 | $2.7M | 11k | 237.27 |
| 2020-12-31 | $2.5M | 11k | 223.59 |
| 2020-09-30 | $2.2M | 11k | 195.67 |
| 2020-06-30 | $2.1M | 11k | 180.06 |
| 2020-03-31 | $3.4M | 23k | 148.34 |
| 2019-12-31 | $12M | 63k | 188.49 |
| 2019-09-30 | $10M | 58k | 173.78 |
| 2019-06-30 | $10M | 58k | 172.35 |
| 2019-03-31 | $10M | 62k | 166.70 |
| 2018-12-31 | $8.8M | 60k | 146.93 |
More positions owned by Tolleson Wealth Management
View all positions for Tolleson Wealth Management