iShares Russell 3000 Index shares owned by Willow Creek Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Willow Creek Wealth Management
from 13F filings
Historical chart of Willow Creek Wealth Management investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Willow Creek Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 3000 Index by Willow Creek Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $317k | 1.2k | 273.74 |
2023-09-30 | $284k | 1.2k | 245.06 |
2023-06-30 | $295k | 1.2k | 254.48 |
2023-03-31 | $287k | 1.2k | 235.41 |
2022-12-31 | $269k | 1.2k | 220.31 |
2022-09-30 | $253k | 1.2k | 207.21 |
2022-06-30 | $265k | 1.2k | 217.04 |
2022-03-31 | $331k | 1.3k | 262.07 |
2021-12-31 | $350k | 1.3k | 277.12 |
2021-09-30 | $322k | 1.3k | 254.95 |
2021-06-30 | $335k | 1.3k | 256.12 |
2021-03-31 | $310k | 1.3k | 237.00 |
2020-12-31 | $292k | 1.3k | 223.24 |
2020-09-30 | $274k | 1.4k | 195.44 |
2020-06-30 | $252k | 1.4k | 179.74 |
2020-03-31 | $208k | 1.4k | 148.36 |
2019-12-31 | $272k | 1.4k | 188.37 |
2019-09-30 | $251k | 1.4k | 173.82 |
2019-06-30 | $249k | 1.4k | 172.44 |
2019-03-31 | $247k | 1.5k | 166.89 |
2018-12-31 | $217k | 1.5k | 146.62 |
2018-09-30 | $255k | 1.5k | 172.30 |
2018-06-30 | $247k | 1.5k | 162.50 |
2018-03-31 | $238k | 1.5k | 156.58 |
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