iShares Russell 3000 Index shares owned by WealthTrust DunckerStreett
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by WealthTrust DunckerStreett
from 13F filings
Historical chart of WealthTrust DunckerStreett investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by WealthTrust DunckerStreett
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $168k | 560 | 300.08 |
| 2023-12-31 | $153k | 560 | 273.74 |
| 2023-09-30 | $137k | 560 | 245.06 |
| 2023-06-30 | $143k | 560 | 254.48 |
| 2023-03-31 | $57k | 240 | 235.41 |
| 2022-12-31 | $53k | 240 | 220.68 |
| 2022-09-30 | $50k | 240 | 208.33 |
| 2022-06-30 | $52k | 240 | 216.67 |
| 2022-03-31 | $63k | 240 | 262.50 |
| 2021-12-31 | $67k | 240 | 279.17 |
| 2021-09-30 | $61k | 240 | 254.17 |
| 2021-06-30 | $61k | 240 | 254.17 |
| 2021-03-31 | $57k | 240 | 237.50 |
| 2020-12-31 | $54k | 240 | 225.00 |
| 2020-09-30 | $47k | 240 | 195.83 |
| 2020-06-30 | $43k | 240 | 179.17 |
| 2020-03-31 | $36k | 240 | 150.00 |
| 2019-12-31 | $45k | 240 | 187.50 |
| 2019-06-30 | $41k | 240 | 170.83 |
| 2019-03-31 | $40k | 240 | 166.67 |
| 2018-12-31 | $35k | 240 | 145.83 |
| 2018-09-30 | $41k | 240 | 170.83 |
| 2018-06-30 | $39k | 240 | 162.50 |
| 2018-03-31 | $38k | 240 | 158.33 |
| 2017-12-31 | $38k | 240 | 158.33 |
| 2017-09-30 | $36k | 240 | 150.00 |
| 2017-06-30 | $35k | 240 | 145.83 |
| 2017-03-31 | $34k | 240 | 141.67 |
| 2016-12-31 | $32k | 240 | 133.33 |
| 2016-09-30 | $31k | 240 | 129.17 |
| 2016-06-30 | $30k | 240 | 125.00 |
| 2016-03-31 | $29k | 240 | 120.83 |
| 2015-12-31 | $29k | 240 | 120.83 |
| 2015-09-30 | $27k | 240 | 112.50 |
| 2015-06-30 | $30k | 240 | 125.00 |
| 2015-03-31 | $30k | 240 | 125.00 |
| 2014-12-31 | $29k | 240 | 120.83 |
| 2014-09-30 | $28k | 240 | 116.67 |
| 2014-06-30 | $28k | 240 | 116.67 |
| 2014-03-31 | $27k | 240 | 112.50 |
| 2013-12-31 | $27k | 240 | 112.50 |
| 2013-09-30 | $24k | 240 | 100.00 |
| 2013-06-30 | $23k | 240 | 95.83 |
| 2012-12-31 | $20k | 240 | 83.33 |
| 2012-06-30 | $19k | 240 | 79.17 |
| 2012-03-31 | $20k | 240 | 83.33 |
| 2011-12-31 | $18k | 240 | 75.00 |
| 2011-09-30 | $16k | 240 | 66.67 |
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