iShares Russell 3000 Index shares owned by Wagner Bowman Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Wagner Bowman Management
from 13F filings
Historical chart of Wagner Bowman Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Wagner Bowman Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $205k | 614 | 334.35 |
| 2024-09-30 | $201k | 614 | 326.51 |
| 2023-06-30 | $206k | 810 | 254.62 |
| 2022-09-30 | $217k | 1.1k | 206.67 |
| 2022-06-30 | $233k | 1.1k | 221.90 |
| 2022-03-31 | $260k | 1.1k | 247.62 |
| 2021-12-31 | $291k | 1.0k | 277.41 |
| 2021-09-30 | $280k | 1.1k | 255.01 |
| 2021-06-30 | $287k | 1.1k | 261.38 |
| 2021-03-31 | $260k | 1.1k | 237.01 |
| 2020-12-31 | $254k | 1.1k | 231.54 |
| 2020-09-30 | $215k | 1.1k | 195.99 |
| 2019-12-31 | $206k | 1.1k | 188.30 |
| 2015-09-30 | $220k | 1.9k | 113.70 |
| 2015-06-30 | $239k | 1.9k | 123.77 |
| 2015-03-31 | $238k | 2.0k | 120.38 |
| 2014-12-31 | $235k | 1.9k | 122.20 |
| 2014-09-30 | $224k | 1.9k | 116.67 |
| 2014-06-30 | $225k | 1.9k | 117.43 |
| 2014-03-31 | $214k | 1.9k | 111.98 |
| 2013-12-31 | $263k | 2.4k | 110.41 |
| 2013-06-30 | $228k | 2.4k | 96.41 |