iShares Russell 3000 Index shares owned by Addison Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Addison Advisors
from 13F filings
Historical chart of Addison Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Addison Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $168k | 443 | 378.94 |
| 2025-06-30 | $156k | 443 | 351.00 |
| 2025-03-31 | $141k | 443 | 317.64 |
| 2024-12-31 | $148k | 443 | 334.25 |
| 2024-09-30 | $145k | 443 | 326.73 |
| 2024-06-30 | $137k | 443 | 308.67 |
| 2024-03-31 | $133k | 443 | 300.08 |
| 2023-12-31 | $106k | 386 | 273.74 |
| 2023-09-30 | $116k | 472 | 245.06 |
| 2023-06-30 | $120k | 472 | 254.48 |
| 2023-03-31 | $111k | 472 | 235.41 |
| 2022-12-31 | $129k | 585 | 220.68 |
| 2022-09-30 | $218k | 1.1k | 207.42 |
| 2022-06-30 | $317k | 1.5k | 217.57 |
| 2022-03-31 | $329k | 1.3k | 262.36 |
| 2021-12-31 | $309k | 1.1k | 277.88 |
| 2021-09-30 | $105k | 411 | 255.47 |
| 2021-06-30 | $105k | 411 | 255.47 |
| 2020-12-31 | $92k | 411 | 223.84 |