iShares Russell 3000 Index shares owned by Avalon Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Avalon Advisors
from 13F filings
Historical chart of Avalon Advisors investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Avalon Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Avalon Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $212k | 900 | 235.41 |
| 2017-03-31 | $1.4M | 10k | 139.86 |
| 2016-12-31 | $1.4M | 11k | 133.01 |