iShares Russell 3000 Index shares owned by Vertex Planning Partners
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Vertex Planning Partners
from 13F filings
Historical chart of Vertex Planning Partners investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Vertex Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 5.5k | 326.72 |
| 2024-06-30 | $1.7M | 5.5k | 308.64 |
| 2024-03-31 | $1.7M | 5.7k | 300.06 |
| 2023-12-31 | $1.6M | 5.8k | 273.73 |
| 2023-09-30 | $1.3M | 5.5k | 245.08 |
| 2023-06-30 | $1.4M | 5.4k | 254.50 |
| 2023-03-31 | $1.3M | 5.3k | 235.40 |
| 2022-12-31 | $1.7M | 7.7k | 220.68 |