iShares Russell 3000 Index shares owned by Trajan Wealth
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Trajan Wealth
from 13F filings
Historical chart of Trajan Wealth investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Trajan Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 60k | 378.94 |
| 2025-06-30 | $22M | 63k | 351.00 |
| 2025-03-31 | $23M | 71k | 317.64 |
| 2024-12-31 | $24M | 71k | 334.25 |
| 2024-09-30 | $24M | 73k | 326.73 |
| 2024-06-30 | $22M | 72k | 308.67 |