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iShares Russell 3000 Index shares owned by Athena Capital Advisors

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Athena Capital Advisors from 13F filings

Historical chart of Athena 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 Athena 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 Athena Capital Advisors

Quarter filed Position value Share count Share price at filing
2020-06-30 $21M 114k 180.06
2020-03-31 $5.1M 34k 148.35
2019-12-31 $5.7M 31k 188.48
2019-09-30 $5.3M 31k 173.78
2019-06-30 $5.3M 31k 172.35
2019-03-31 $5.7M 37k 156.33
2018-12-31 $5.0M 34k 146.92
2018-09-30 $5.9M 34k 172.29
2018-06-30 $5.9M 36k 162.29
2018-03-31 $5.7M 37k 156.33
2017-12-31 $5.8M 36k 158.18
2017-09-30 $5.7M 38k 149.28
2017-06-30 $6.5M 45k 144.03
2017-03-31 $8.3M 59k 139.90
2016-12-31 $8.6M 64k 132.98
2016-09-30 $1.3M 10k 128.14
2016-06-30 $8.3M 67k 124.02
2016-03-31 $8.1M 67k 120.86
2015-12-31 $8.4M 70k 120.30
2015-09-30 $8.0M 71k 113.89
2015-06-30 $9.2M 74k 123.97
2015-03-31 $9.0M 73k 123.85
2014-12-31 $8.5M 70k 122.29
2014-09-30 $8.1M 70k 116.79
2014-06-30 $13M 113k 117.74
2014-03-31 $13M 115k 112.31
2013-12-31 $13M 117k 110.65
2013-09-30 $7.4M 73k 101.14
2013-06-30 $7.1M 73k 96.41
2013-03-31 $6.8M 73k 93.46
2012-12-31 $5.7M 67k 84.68
2012-09-30 $8.2M 97k 84.85
2012-06-30 $4.5M 56k 80.38
2012-03-31 $8.9M 107k 83.28
2011-12-31 $7.9M 107k 74.18
2011-09-30 $3.3M 49k 66.73
2011-06-30 $4.9M 62k 79.28
2011-03-31 $5.1M 64k 79.26
2010-12-31 $3.1M 42k 74.94

More positions owned by Athena Capital Advisors

Thermo Fisher Scientific (TMO)
SPDR S&P 500 ETF Trust Tr Unit (SPY)
iShares Gold Trust Ishares
Nordson Corporation (NDSN)
Apple (AAPL)
iShares Russell 3000 ETF Russell 3000 Etf (IWV)
Alphabet Inc., Class C Shares Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Progressive Corporation (PGR)
Alphabet Inc., Class A Shares Cap Stk Cl A (GOOGL)
Solaredge Technologies (SEDG)
Johnson & Johnson (JNJ)
Eaton Corp SHS (ETN)
Vanguard FTSE Developed Markets ETF Ftse Dev Mkt Etf (VEA)
Home Depot (HD)

View all positions for Athena Capital Advisors

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Goldman Sachs Group
BlackRock
Morgan Stanley
Northern Trust
UNC Management Company
Jpmorgan Chase & Co
LPL Financial
Ameriprise Financial
UBS Group
FMR
Bank of New York Mellon
Evensky & Katz
Pnc Financial Services
Colony

View all funds holding iShares Russell 3000 Index