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iShares Russell 3000 Index shares owned by WBI Investments

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by WBI Investments from 13F filings

Historical chart of WBI Investments investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by WBI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Index by WBI Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 14k 326.73
2024-06-30 $4.4M 14k 308.67
2024-03-31 $4.3M 14k 300.08
2023-12-31 $3.4M 13k 273.74
2023-09-30 $3.1M 13k 245.06
2023-06-30 $3.0M 12k 254.48
2023-03-31 $2.8M 12k 235.41
2022-12-31 $4.0M 18k 220.68
2022-09-30 $4.1M 20k 203.04
2022-03-31 $13M 49k 262.35
2021-09-30 $15M 57k 254.84
2020-09-30 $17M 86k 195.72
2020-06-30 $19M 105k 180.06