iShares Russell 3000 Index shares owned by Wade Financial Advisory
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Wade Financial Advisory
from 13F filings
Historical chart of Wade Financial Advisory investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in iShares Russell 3000 Index by Wade Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $779k | 2.3k | 334.25 |
| 2024-09-30 | $761k | 2.3k | 326.73 |
| 2024-06-30 | $719k | 2.3k | 308.67 |
| 2024-03-31 | $699k | 2.3k | 300.08 |
| 2023-12-31 | $638k | 2.3k | 273.74 |
| 2023-09-30 | $571k | 2.3k | 245.06 |
| 2023-06-30 | $593k | 2.3k | 254.48 |
| 2023-03-31 | $549k | 2.3k | 235.41 |
| 2022-12-31 | $514k | 2.3k | 220.68 |
| 2022-09-30 | $489k | 2.4k | 206.94 |
| 2022-06-30 | $507k | 2.3k | 217.60 |
| 2022-03-31 | $677k | 2.6k | 262.40 |
| 2021-12-31 | $369k | 1.3k | 277.44 |
| 2021-09-30 | $339k | 1.3k | 254.89 |
| 2021-06-30 | $340k | 1.3k | 255.64 |
| 2021-03-31 | $316k | 1.3k | 237.59 |
| 2020-12-31 | $297k | 1.3k | 223.31 |
| 2020-09-30 | $260k | 1.3k | 195.49 |
| 2020-06-30 | $239k | 1.3k | 179.70 |