iShares Russell 3000 Index shares owned by Wealth Effects
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $595k | 1.6k | 378.94 |
| 2025-06-30 | $551k | 1.6k | 351.00 |
| 2025-03-31 | $498k | 1.6k | 317.64 |
| 2024-12-31 | $524k | 1.6k | 334.25 |
| 2024-09-30 | $513k | 1.6k | 326.73 |
| 2024-06-30 | $484k | 1.6k | 308.67 |
| 2024-03-31 | $476k | 1.6k | 300.08 |
| 2023-12-31 | $434k | 1.6k | 273.74 |
| 2023-09-30 | $540k | 2.2k | 245.06 |
| 2023-06-30 | $561k | 2.2k | 254.48 |
| 2023-03-31 | $519k | 2.2k | 235.41 |
| 2022-12-31 | $487k | 2.2k | 220.68 |