iShares Russell 3000 Index shares owned by Truepoint
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Truepoint
from 13F filings
Historical chart of Truepoint investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Truepoint consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Truepoint
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 61k | 326.73 |
| 2024-06-30 | $19M | 62k | 308.67 |
| 2024-03-31 | $19M | 62k | 300.08 |
| 2023-12-31 | $18M | 64k | 273.74 |
| 2023-09-30 | $16M | 64k | 245.06 |
| 2023-06-30 | $17M | 65k | 254.48 |
| 2023-03-31 | $16M | 66k | 235.41 |
| 2022-12-31 | $15M | 66k | 220.68 |
| 2022-09-30 | $14M | 67k | 207.04 |
| 2022-06-30 | $15M | 67k | 217.38 |
| 2022-03-31 | $18M | 67k | 262.37 |
| 2021-12-31 | $19M | 67k | 277.50 |
| 2021-09-30 | $18M | 69k | 254.84 |
| 2021-06-30 | $18M | 69k | 255.91 |
| 2021-03-31 | $17M | 71k | 237.24 |
| 2020-12-31 | $16M | 72k | 223.55 |
| 2020-09-30 | $15M | 74k | 195.71 |
| 2020-06-30 | $14M | 76k | 180.05 |
| 2020-03-31 | $12M | 79k | 148.33 |
| 2019-12-31 | $15M | 80k | 188.49 |
| 2019-09-30 | $14M | 82k | 173.77 |
| 2019-06-30 | $14M | 83k | 172.36 |
| 2019-03-31 | $14M | 84k | 166.69 |
| 2018-12-31 | $13M | 85k | 146.92 |
| 2018-09-30 | $15M | 88k | 172.30 |
| 2018-06-30 | $15M | 90k | 162.29 |
| 2018-03-31 | $92k | 14k | 6.40 |
| 2017-12-31 | $15M | 93k | 158.16 |
| 2017-09-30 | $14M | 14M | 1.00 |
| 2017-06-30 | $14M | 96k | 146.29 |
| 2017-03-31 | $15M | 104k | 139.90 |
| 2016-12-31 | $14M | 105k | 136.31 |
| 2016-09-30 | $14M | 109k | 128.19 |
| 2016-06-30 | $14M | 109k | 124.02 |
| 2016-03-31 | $13M | 111k | 120.86 |
| 2015-12-31 | $2.2M | 19k | 120.30 |
| 2015-09-30 | $6.5M | 57k | 113.88 |
| 2015-06-30 | $1.7M | 14k | 124.00 |
| 2015-03-31 | $1.8M | 14k | 123.84 |
| 2014-12-31 | $1.8M | 15k | 122.32 |
| 2014-09-30 | $1.7M | 15k | 116.78 |
| 2014-06-30 | $1.9M | 16k | 117.71 |
| 2014-03-31 | $1.8M | 16k | 112.32 |
| 2013-12-31 | $1.4M | 13k | 110.67 |
| 2013-09-30 | $1.3M | 13k | 101.17 |
| 2013-06-30 | $1.2M | 13k | 95.96 |
| 2013-03-31 | $1.2M | 13k | 93.45 |
| 2012-12-31 | $1.2M | 15k | 84.70 |
| 2012-09-30 | $1.2M | 15k | 84.84 |
| 2012-06-30 | $1.2M | 15k | 80.40 |
| 2012-03-31 | $1.3M | 15k | 83.31 |
| 2011-12-31 | $2.2M | 29k | 74.18 |
| 2011-09-30 | $5.3M | 79k | 66.72 |
| 2011-06-30 | $1.0M | 13k | 79.26 |
| 2011-03-31 | $1.0M | 13k | 81.70 |