iShares Russell 3000 Index shares owned by Ballast Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $53k | 140 | 379.90 |
| 2025-06-30 | $50k | 141 | 351.89 |
| 2025-03-31 | $45k | 141 | 318.44 |
| 2024-12-31 | $47k | 141 | 335.09 |
| 2024-09-30 | $63k | 191 | 327.34 |
| 2024-06-30 | $64k | 207 | 309.20 |
| 2024-03-31 | $62k | 207 | 300.59 |
| 2023-12-31 | $57k | 208 | 274.21 |
| 2023-09-30 | $51k | 208 | 245.48 |
| 2023-06-30 | $53k | 208 | 254.91 |
| 2023-03-31 | $49k | 208 | 235.81 |
| 2022-12-31 | $46k | 208 | 221.06 |
| 2022-09-30 | $43k | 208 | 206.73 |
| 2022-06-30 | $76k | 351 | 216.52 |
| 2022-03-31 | $92k | 351 | 262.11 |
| 2021-12-31 | $98k | 351 | 279.20 |
| 2021-09-30 | $91k | 356 | 255.62 |
| 2021-06-30 | $55k | 213 | 258.22 |
| 2021-03-31 | $51k | 213 | 239.44 |
| 2020-12-31 | $48k | 213 | 225.35 |
| 2020-09-30 | $42k | 213 | 197.18 |
| 2020-06-30 | $38k | 213 | 178.40 |
| 2020-03-31 | $30k | 203 | 147.78 |
| 2019-12-31 | $42k | 221 | 190.05 |