iShares Russell 3000 Index shares owned by Waypoint Wealth Partners
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Waypoint Wealth Partners
from 13F filings
Historical chart of Waypoint Wealth Partners investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Waypoint Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $619k | 1.9k | 326.73 |
| 2024-06-30 | $585k | 1.9k | 308.67 |
| 2024-03-31 | $569k | 1.9k | 300.08 |
| 2023-12-31 | $519k | 1.9k | 273.74 |
| 2023-09-30 | $464k | 1.9k | 245.06 |
| 2023-06-30 | $482k | 1.9k | 254.48 |
| 2023-03-31 | $446k | 1.9k | 235.41 |
| 2022-12-31 | $418k | 1.9k | 220.68 |
| 2022-09-30 | $392k | 1.9k | 206.86 |
| 2022-06-30 | $412k | 1.9k | 217.41 |
| 2022-03-31 | $497k | 1.9k | 262.27 |
| 2021-12-31 | $526k | 1.9k | 277.57 |
| 2021-09-30 | $483k | 1.9k | 254.88 |
| 2021-06-30 | $485k | 1.9k | 255.94 |
| 2021-03-31 | $450k | 1.9k | 237.47 |
| 2020-12-31 | $424k | 1.9k | 223.75 |