iShares Russell 3000 Index shares owned by USA Financial Portformulas
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by USA Financial Portformulas
from 13F filings
Historical chart of USA Financial Portformulas investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by USA Financial Portformulas 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 USA Financial Portformulas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 3.1k | 326.73 |
| 2024-06-30 | $1.1M | 3.5k | 308.67 |
| 2024-03-31 | $1.2M | 4.0k | 300.08 |
| 2023-12-31 | $1.1M | 4.2k | 273.74 |
| 2023-09-30 | $389k | 1.6k | 245.06 |
| 2023-06-30 | $467k | 1.8k | 254.48 |
| 2023-03-31 | $555k | 2.4k | 235.41 |
| 2022-09-30 | $2.0k | 10 | 200.00 |
| 2022-06-30 | $2.0k | 10 | 200.00 |
| 2022-03-31 | $3.0k | 10 | 300.00 |
| 2021-12-31 | $483k | 1.7k | 277.43 |
| 2021-09-30 | $402k | 1.6k | 254.91 |
| 2021-06-30 | $322k | 1.3k | 256.17 |
| 2021-03-31 | $333k | 1.4k | 237.01 |
| 2020-12-31 | $338k | 1.5k | 223.40 |
| 2020-09-30 | $494k | 2.5k | 195.80 |
| 2020-06-30 | $10k | 58 | 172.41 |
| 2020-03-31 | $9.0k | 58 | 155.17 |
| 2019-12-31 | $725k | 3.8k | 188.61 |
| 2019-09-30 | $782k | 4.5k | 173.86 |
| 2019-06-30 | $1.3M | 7.5k | 166.71 |
| 2019-03-31 | $1.1M | 6.8k | 166.69 |
| 2018-12-31 | $1.3M | 7.4k | 172.30 |
| 2018-09-30 | $1.0M | 6.3k | 162.33 |
| 2018-06-30 | $814k | 5.2k | 156.42 |
| 2018-03-31 | $823k | 5.3k | 156.29 |
| 2017-12-31 | $252k | 1.6k | 158.39 |
More positions owned by USA Financial Portformulas
View all positions for USA Financial Portformulas