iShares Russell 3000 Index shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.9M | 36k | 273.74 |
| 2023-09-30 | $5.1M | 21k | 245.06 |
| 2023-06-30 | $5.8M | 23k | 254.48 |
| 2023-03-31 | $5.4M | 23k | 235.41 |
| 2022-12-31 | $5.4M | 25k | 220.68 |
| 2022-09-30 | $5.1M | 25k | 207.03 |
| 2022-06-30 | $5.1M | 24k | 217.40 |
| 2022-03-31 | $6.5M | 25k | 262.37 |
| 2021-12-31 | $7.1M | 26k | 277.51 |
| 2021-09-30 | $6.9M | 27k | 254.84 |
| 2021-06-30 | $6.9M | 27k | 255.92 |
| 2021-03-31 | $6.2M | 26k | 237.24 |
| 2020-12-31 | $6.3M | 28k | 222.73 |
| 2020-09-30 | $5.9M | 30k | 195.70 |