iShares Russell 3000 Index shares owned by Affinity Capital Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Affinity Capital Advisors
from 13F filings
Historical chart of Affinity Capital Advisors investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Affinity Capital 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 Affinity Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $718k | 1.9k | 380.52 |
| 2025-06-30 | $794k | 2.3k | 350.96 |
| 2025-03-31 | $784k | 2.6k | 302.62 |
| 2024-12-31 | $880k | 2.6k | 336.37 |
| 2024-09-30 | $853k | 2.6k | 326.77 |
| 2024-03-31 | $1.3M | 4.2k | 300.05 |
| 2023-12-31 | $1.6M | 5.9k | 273.74 |
| 2023-09-30 | $2.3M | 9.4k | 245.06 |
| 2023-06-30 | $19M | 73k | 254.48 |
| 2023-03-31 | $5.9M | 25k | 235.41 |