iShares Russell 3000 Index shares owned by Ashford Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Ashford Advisors
from 13F filings
Historical chart of Ashford Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Ashford Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $700k | 1.8k | 378.94 |
| 2025-06-30 | $388k | 6.1k | 63.14 |
| 2025-03-31 | $587k | 1.8k | 317.64 |
| 2024-12-31 | $618k | 1.8k | 334.25 |
| 2024-09-30 | $633k | 1.9k | 326.73 |
| 2024-06-30 | $628k | 2.0k | 308.67 |
| 2024-03-31 | $610k | 2.0k | 300.08 |
| 2023-12-31 | $557k | 2.0k | 273.74 |
| 2023-09-30 | $528k | 2.2k | 245.06 |
| 2023-06-30 | $578k | 2.3k | 254.48 |
| 2023-03-31 | $535k | 2.3k | 235.41 |
| 2022-12-31 | $502k | 2.3k | 220.68 |
| 2022-09-30 | $500k | 2.4k | 207.21 |
| 2022-06-30 | $525k | 2.4k | 217.57 |
| 2022-03-31 | $633k | 2.4k | 262.33 |
| 2021-12-31 | $670k | 2.4k | 277.66 |
| 2021-09-30 | $2.1M | 8.4k | 254.86 |
| 2021-06-30 | $2.1M | 8.4k | 255.94 |
| 2021-03-31 | $2.0M | 8.5k | 237.23 |
| 2020-12-31 | $1.9M | 8.5k | 223.52 |