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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

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Quarterly 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