iShares Russell 3000 Index shares owned by Wealth Management Associates
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $379k | 1.0k | 378.94 |
| 2025-06-30 | $351k | 1.0k | 351.00 |
| 2025-03-31 | $318k | 1.0k | 317.64 |
| 2024-12-31 | $334k | 1.0k | 334.25 |
| 2024-09-30 | $327k | 1.0k | 326.73 |
| 2024-06-30 | $309k | 1.0k | 308.67 |
| 2024-03-31 | $309k | 1.0k | 308.67 |
| 2023-12-31 | $274k | 1.0k | 273.74 |
| 2023-09-30 | $245k | 1.0k | 245.06 |
| 2023-06-30 | $255k | 1.0k | 254.48 |
| 2023-03-31 | $235k | 1.0k | 235.41 |
| 2022-12-31 | $221k | 1.0k | 220.68 |
| 2022-09-30 | $207k | 1.0k | 207.04 |
More positions owned by Wealth Management Associates
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