iShares Russell 3000 Index shares owned by XML Financial
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by XML Financial
from 13F filings
Historical chart of XML Financial investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by XML Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 3000 Index by XML Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.3k | 378.94 |
| 2025-06-30 | $1.2M | 3.3k | 350.99 |
| 2025-03-31 | $1.0M | 3.2k | 317.63 |
| 2024-12-31 | $1.1M | 3.2k | 334.27 |
| 2024-09-30 | $1.1M | 3.3k | 326.75 |
| 2024-06-30 | $1.0M | 3.3k | 308.65 |
| 2024-03-31 | $982k | 3.3k | 300.08 |
| 2023-09-30 | $811k | 3.3k | 245.07 |
| 2023-06-30 | $914k | 3.6k | 254.51 |
| 2023-03-31 | $843k | 3.6k | 235.39 |
| 2022-12-31 | $796k | 3.6k | 220.68 |
| 2022-09-30 | $742k | 3.6k | 207.03 |
| 2022-06-30 | $776k | 3.6k | 217.49 |
| 2022-03-31 | $934k | 3.6k | 262.51 |
| 2021-12-31 | $985k | 3.5k | 277.54 |
| 2021-09-30 | $904k | 3.5k | 254.72 |
| 2021-06-30 | $913k | 3.6k | 256.03 |
| 2021-03-31 | $809k | 3.4k | 237.10 |
| 2020-12-31 | $870k | 3.9k | 223.48 |
| 2020-09-30 | $729k | 3.7k | 195.76 |
| 2020-06-30 | $696k | 3.9k | 180.12 |
| 2020-03-31 | $548k | 3.7k | 148.23 |
| 2019-12-31 | $769k | 4.1k | 188.57 |