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
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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 |
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