iShares Russell 3000 Index shares owned by waypoint wealth counsel
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by waypoint wealth counsel
from 13F filings
Historical chart of waypoint wealth counsel investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by waypoint wealth counsel consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by waypoint wealth counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 4.8k | 378.93 |
| 2025-06-30 | $1.7M | 4.8k | 350.99 |
| 2025-03-31 | $1.4M | 4.5k | 317.66 |
| 2024-12-31 | $1.5M | 4.5k | 334.22 |
| 2024-09-30 | $1.2M | 3.8k | 326.73 |
| 2024-06-30 | $1.2M | 3.8k | 308.63 |
| 2024-03-31 | $1.1M | 3.8k | 300.08 |
| 2023-12-31 | $1.0M | 3.7k | 273.71 |
| 2023-09-30 | $356k | 1.5k | 245.10 |
| 2023-03-31 | $538k | 2.3k | 235.41 |
| 2022-12-31 | $318k | 1.4k | 220.71 |