iShares Russell 3000 Index shares owned by Berman Capital Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Berman Capital Advisors
from 13F filings
Historical chart of Berman Capital Advisors investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Berman 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 Berman Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $822k | 3.2k | 254.65 |
| 2021-06-30 | $826k | 3.2k | 255.89 |
| 2021-03-31 | $765k | 3.2k | 236.99 |
| 2020-12-31 | $720k | 3.2k | 223.46 |
| 2020-09-30 | $1.4M | 7.1k | 195.29 |
| 2020-06-30 | $1.3M | 7.5k | 179.70 |
| 2020-03-31 | $673k | 4.5k | 148.30 |