iShares Russell 3000 Index shares owned by Capital Analysts
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Capital Analysts
from 13F filings
Historical chart of Capital Analysts investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Capital Analysts consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 3000 Index by Capital Analysts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $938k | 3.4k | 273.79 |
| 2023-09-30 | $842k | 3.4k | 245.05 |
| 2023-06-30 | $874k | 3.4k | 254.37 |
| 2023-03-31 | $825k | 3.5k | 235.38 |
| 2022-12-31 | $773k | 3.5k | 220.54 |
| 2022-09-30 | $726k | 3.5k | 207.13 |
| 2022-06-30 | $762k | 3.5k | 217.40 |
| 2022-03-31 | $920k | 3.5k | 262.48 |
| 2021-12-31 | $1.9M | 6.9k | 277.48 |
| 2021-09-30 | $893k | 3.5k | 254.78 |
| 2021-06-30 | $1.1M | 4.3k | 255.99 |
| 2021-03-31 | $831k | 3.5k | 237.09 |
| 2020-12-31 | $815k | 3.6k | 223.53 |
| 2020-09-30 | $714k | 3.6k | 195.83 |
| 2020-06-30 | $656k | 3.6k | 179.92 |
| 2020-03-31 | $563k | 3.8k | 148.24 |
| 2019-12-31 | $828k | 4.4k | 188.52 |
| 2019-09-30 | $139k | 804 | 172.89 |
| 2019-06-30 | $241k | 1.4k | 172.51 |
| 2019-03-31 | $265k | 1.6k | 166.67 |
| 2018-12-31 | $234k | 1.6k | 147.17 |
| 2018-09-30 | $274k | 1.6k | 172.33 |
| 2018-06-30 | $258k | 1.6k | 162.31 |
| 2018-03-31 | $249k | 1.6k | 156.60 |
| 2017-12-31 | $28k | 316 | 88.61 |
| 2017-09-30 | $414k | 2.8k | 149.30 |
| 2017-06-30 | $385k | 2.7k | 144.06 |
| 2017-03-31 | $366k | 2.6k | 139.91 |
| 2016-12-31 | $17M | 129k | 132.98 |
| 2016-09-30 | $17M | 133k | 128.19 |
| 2016-06-30 | $17M | 136k | 124.02 |
| 2016-03-31 | $26M | 214k | 120.86 |
| 2015-12-31 | $27M | 223k | 120.31 |
| 2015-09-30 | $26M | 226k | 113.89 |
| 2015-06-30 | $48M | 386k | 123.98 |
| 2015-03-31 | $56M | 452k | 123.85 |
| 2014-12-31 | $56M | 454k | 122.29 |
| 2014-09-30 | $50M | 431k | 116.79 |
| 2014-06-30 | $52M | 440k | 117.74 |
| 2014-03-31 | $49M | 436k | 112.31 |
| 2013-12-31 | $49M | 445k | 110.65 |
| 2013-09-30 | $45M | 449k | 101.14 |
| 2013-06-30 | $46M | 475k | 96.40 |
| 2013-03-31 | $46M | 492k | 93.46 |
| 2012-12-31 | $43M | 505k | 84.68 |