iShares Russell 3000 Index shares owned by AdvicePeriod
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by AdvicePeriod
from 13F filings
Historical chart of AdvicePeriod investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by AdvicePeriod
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $792k | 3.1k | 255.73 |
| 2021-03-31 | $467k | 2.0k | 237.06 |
| 2020-12-31 | $410k | 1.8k | 223.31 |
| 2020-09-30 | $332k | 1.7k | 195.87 |
| 2020-06-30 | $305k | 1.7k | 179.94 |
| 2020-03-31 | $251k | 1.7k | 148.08 |
| 2019-12-31 | $319k | 1.7k | 188.20 |
| 2019-09-30 | $295k | 1.7k | 174.04 |
| 2019-06-30 | $292k | 1.7k | 172.27 |
| 2019-03-31 | $523k | 3.1k | 166.83 |
| 2018-12-31 | $461k | 3.1k | 147.05 |
| 2018-09-30 | $540k | 3.1k | 172.25 |
| 2018-06-30 | $509k | 3.1k | 162.36 |
| 2018-03-31 | $298k | 1.9k | 156.43 |
| 2017-12-31 | $301k | 1.9k | 158.01 |