iShares Russell 3000 Index shares owned by Waldron
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Waldron
from 13F filings
Historical chart of Waldron investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Waldron consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Waldron
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $31M | 92k | 334.25 |
| 2024-09-30 | $30M | 92k | 326.73 |
| 2024-06-30 | $30M | 96k | 308.67 |
| 2024-03-31 | $29M | 97k | 300.08 |
| 2023-12-31 | $27M | 99k | 273.74 |
| 2023-09-30 | $24M | 99k | 246.06 |
| 2023-06-30 | $25M | 100k | 254.48 |
| 2023-03-31 | $23M | 100k | 235.41 |
| 2022-12-31 | $16M | 78k | 207.03 |
| 2022-09-30 | $16M | 78k | 207.03 |
| 2022-06-30 | $16M | 74k | 217.38 |
| 2022-03-31 | $19M | 73k | 262.36 |
| 2021-12-31 | $20M | 74k | 277.49 |
| 2021-09-30 | $21M | 81k | 254.85 |
| 2021-06-30 | $21M | 83k | 255.91 |
| 2021-03-31 | $20M | 86k | 237.23 |
| 2020-12-31 | $21M | 92k | 223.54 |
| 2020-09-30 | $22M | 114k | 195.71 |
| 2020-06-30 | $23M | 127k | 180.06 |
| 2020-03-31 | $25M | 171k | 148.33 |
| 2019-12-31 | $45M | 241k | 188.49 |
| 2019-09-30 | $42M | 242k | 173.77 |
| 2019-06-30 | $46M | 265k | 172.36 |
| 2019-03-31 | $44M | 265k | 166.70 |
| 2018-12-31 | $40M | 275k | 146.92 |
| 2018-09-30 | $11M | 63k | 172.30 |
| 2018-06-30 | $11M | 66k | 162.28 |
| 2018-03-31 | $10M | 65k | 156.33 |
| 2017-12-31 | $11M | 70k | 158.16 |
| 2017-09-30 | $10M | 69k | 149.27 |
| 2017-06-30 | $9.9M | 69k | 144.01 |
| 2017-03-31 | $9.7M | 70k | 139.19 |
| 2016-12-31 | $8.2M | 62k | 132.97 |
| 2016-09-30 | $7.0M | 55k | 127.90 |
| 2016-06-30 | $5.3M | 46k | 113.89 |
| 2016-03-31 | $5.3M | 46k | 113.89 |
| 2015-12-31 | $6.5M | 54k | 120.31 |
| 2015-09-30 | $5.3M | 46k | 113.89 |
| 2015-06-30 | $5.5M | 44k | 123.91 |
| 2015-03-31 | $5.0M | 41k | 123.85 |
| 2014-12-31 | $4.7M | 38k | 122.28 |
| 2014-09-30 | $2.5M | 21k | 116.77 |
| 2014-06-30 | $2.6M | 22k | 117.73 |
| 2014-03-31 | $2.4M | 22k | 112.31 |
| 2013-12-31 | $2.7M | 24k | 110.67 |