iShares Russell 3000 Index shares owned by ARS Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by ARS Wealth Advisors
from 13F filings
Historical chart of ARS Wealth 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 ARS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 3000 Index by ARS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $2.2M | 8.5k | 255.92 |
| 2021-03-31 | $2.0M | 8.5k | 237.16 |
| 2020-12-31 | $2.0M | 9.1k | 223.56 |
| 2020-09-30 | $1.8M | 9.4k | 195.72 |
| 2020-06-30 | $1.7M | 9.5k | 180.11 |
| 2020-03-31 | $1.6M | 11k | 148.31 |
| 2019-12-31 | $2.5M | 13k | 188.48 |
| 2019-09-30 | $2.4M | 14k | 173.79 |
| 2019-06-30 | $2.6M | 15k | 172.40 |
| 2019-03-31 | $2.5M | 15k | 166.70 |
| 2018-12-31 | $2.2M | 15k | 146.89 |
| 2018-09-30 | $1.2M | 6.7k | 172.31 |
| 2018-06-30 | $1.2M | 7.1k | 162.28 |
| 2018-03-31 | $1.1M | 7.1k | 156.27 |
| 2017-12-31 | $1.1M | 7.1k | 158.09 |
| 2017-09-30 | $428k | 2.9k | 149.34 |
| 2017-06-30 | $200k | 1.4k | 143.88 |