iShares Russell 3000 Index shares owned by VERITY Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by VERITY Wealth Advisors
from 13F filings
Historical chart of VERITY Wealth Advisors investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by VERITY Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by VERITY Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $552k | 1.7k | 334.25 |
| 2024-09-30 | $539k | 1.7k | 326.73 |
| 2024-06-30 | $510k | 1.7k | 308.67 |
| 2024-03-31 | $531k | 1.8k | 300.08 |
| 2023-12-31 | $484k | 1.8k | 273.74 |
| 2023-09-30 | $433k | 1.8k | 245.06 |
| 2023-06-30 | $501k | 2.0k | 254.48 |
| 2023-03-31 | $463k | 2.0k | 235.41 |
| 2022-12-31 | $434k | 2.0k | 220.68 |
| 2022-09-30 | $407k | 2.0k | 206.91 |
| 2022-06-30 | $428k | 2.0k | 217.59 |
| 2022-03-31 | $516k | 2.0k | 262.33 |
| 2021-12-31 | $546k | 2.0k | 277.58 |
| 2021-09-30 | $501k | 2.0k | 254.70 |
| 2021-06-30 | $503k | 2.0k | 255.72 |
| 2021-03-31 | $467k | 2.0k | 237.42 |
| 2020-12-31 | $440k | 2.0k | 223.69 |
| 2020-09-30 | $385k | 2.0k | 195.73 |
| 2020-06-30 | $354k | 2.0k | 179.97 |
| 2020-03-31 | $292k | 2.0k | 148.45 |
| 2019-12-31 | $427k | 2.3k | 188.69 |
| 2019-09-30 | $393k | 2.3k | 173.66 |
| 2019-06-30 | $390k | 2.3k | 172.34 |
| 2019-03-31 | $377k | 2.3k | 166.59 |
| 2018-12-31 | $332k | 2.3k | 146.71 |