iShares Russell 3000 Index shares owned by Wealth Management Partners
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Wealth Management Partners
from 13F filings
Historical chart of Wealth Management Partners investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Wealth Management Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $872k | 2.7k | 326.73 |
| 2024-06-30 | $825k | 2.7k | 308.67 |
| 2024-03-31 | $811k | 2.7k | 300.08 |
| 2023-12-31 | $743k | 2.7k | 273.74 |
| 2023-09-30 | $665k | 2.7k | 245.06 |
| 2023-06-30 | $697k | 2.7k | 254.48 |
| 2023-03-31 | $645k | 2.7k | 235.41 |
| 2022-12-31 | $610k | 3.0k | 203.32 |
| 2022-09-30 | $586k | 3.0k | 195.33 |
| 2022-06-30 | $610k | 3.0k | 203.33 |
| 2022-03-31 | $741k | 3.0k | 247.00 |
| 2021-12-31 | $789k | 3.0k | 263.00 |
| 2021-09-30 | $729k | 2.9k | 254.98 |
| 2021-06-30 | $737k | 2.9k | 256.08 |
| 2021-03-31 | $706k | 2.9k | 243.20 |
| 2020-12-31 | $669k | 2.9k | 230.45 |
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