iShares Russell 3000 Index shares owned by Wealthstream Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Wealthstream Advisors
from 13F filings
Historical chart of Wealthstream Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Wealthstream Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $17M | 55k | 308.67 |
| 2024-03-31 | $16M | 55k | 300.08 |
| 2023-12-31 | $15M | 56k | 273.74 |
| 2023-09-30 | $14M | 55k | 245.06 |
| 2023-06-30 | $14M | 55k | 254.48 |
| 2023-03-31 | $13M | 55k | 235.41 |
| 2022-12-31 | $12M | 55k | 220.68 |
| 2022-09-30 | $11M | 55k | 207.05 |
| 2022-06-30 | $12M | 54k | 217.40 |
| 2022-03-31 | $15M | 57k | 262.37 |
| 2021-12-31 | $16M | 58k | 277.50 |