iShares Russell 3000 Index shares owned by Wealth Architects
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Wealth Architects
from 13F filings
Historical chart of Wealth Architects investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Wealth Architects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 5.5k | 378.94 |
| 2025-06-30 | $1.9M | 5.5k | 351.00 |
| 2025-03-31 | $8.1M | 22k | 375.40 |
| 2024-12-31 | $1.8M | 5.5k | 334.25 |
| 2024-09-30 | $1.9M | 5.7k | 326.73 |
| 2024-06-30 | $1.8M | 5.7k | 308.67 |
| 2024-03-31 | $1.8M | 5.9k | 300.08 |
| 2023-12-31 | $1.6M | 5.9k | 273.74 |
| 2023-09-30 | $1.4M | 5.9k | 245.06 |
| 2023-06-30 | $1.5M | 5.9k | 254.48 |
| 2023-03-31 | $1.4M | 5.9k | 235.41 |
| 2022-12-31 | $1.3M | 5.9k | 220.68 |
| 2022-09-30 | $1.2M | 6.0k | 207.07 |
| 2022-06-30 | $1.3M | 6.0k | 217.41 |
| 2022-03-31 | $1.6M | 6.0k | 262.42 |
| 2021-12-31 | $1.7M | 6.0k | 277.43 |
| 2021-09-30 | $1.6M | 6.4k | 254.84 |
| 2021-06-30 | $1.6M | 6.4k | 255.94 |
| 2021-03-31 | $1.5M | 6.4k | 237.21 |
| 2020-12-31 | $1.5M | 6.6k | 223.60 |
| 2020-09-30 | $1.4M | 7.0k | 195.74 |
| 2020-06-30 | $1.4M | 7.6k | 180.06 |
| 2020-03-31 | $1.1M | 7.6k | 148.28 |
| 2019-12-31 | $1.4M | 7.6k | 188.47 |
| 2019-09-30 | $1.3M | 7.6k | 173.80 |
| 2019-06-30 | $1.3M | 7.6k | 172.36 |
| 2019-03-31 | $1.3M | 7.6k | 166.73 |
| 2018-12-31 | $1.1M | 7.6k | 146.89 |
| 2018-09-30 | $1.3M | 7.6k | 172.30 |
| 2018-06-30 | $1.3M | 8.0k | 162.34 |
| 2018-03-31 | $1.3M | 8.0k | 156.34 |
| 2017-12-31 | $1.3M | 8.0k | 158.24 |
| 2017-09-30 | $1.2M | 8.0k | 149.26 |
| 2017-06-30 | $1.2M | 8.0k | 143.91 |
| 2017-03-31 | $1.1M | 8.0k | 139.91 |
| 2016-12-31 | $1.1M | 8.4k | 133.03 |
| 2016-09-30 | $1.1M | 8.7k | 128.11 |
| 2016-06-30 | $1.1M | 8.7k | 123.99 |
| 2016-03-31 | $1.0M | 8.7k | 120.87 |
| 2015-12-31 | $1.0M | 8.7k | 120.32 |
| 2015-09-30 | $1.0M | 9.0k | 113.90 |
| 2015-06-30 | $1.1M | 9.0k | 123.99 |
| 2015-03-31 | $1.1M | 9.0k | 123.88 |
| 2014-12-31 | $1.1M | 9.3k | 122.27 |