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iShares Russell 3000 Index shares owned by Birch Hill Investment Advisors

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

Historical chart of Birch Hill Investment 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 Birch Hill Investment 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 Birch Hill Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 650 326.73
2024-06-30 $201k 650 308.67
2022-03-31 $446k 1.7k 262.35
2021-12-31 $486k 1.8k 277.71
2021-09-30 $459k 1.8k 255.00
2021-06-30 $461k 1.8k 256.11
2021-03-31 $427k 1.8k 237.22
2020-12-31 $402k 1.8k 223.33
2020-09-30 $356k 1.8k 195.82
2020-06-30 $327k 1.8k 179.87
2020-03-31 $292k 2.0k 148.37
2019-12-31 $380k 2.0k 188.31
2019-09-30 $351k 2.0k 173.93
2019-06-30 $361k 2.1k 172.15
2019-03-31 $383k 2.3k 166.52
2018-12-31 $338k 2.3k 146.96
2018-09-30 $396k 2.3k 172.17
2018-06-30 $376k 2.3k 162.42
2018-03-31 $404k 2.6k 156.53
2017-12-31 $406k 2.6k 158.22
2017-09-30 $392k 2.6k 149.28
2017-06-30 $397k 2.8k 144.05
2017-03-31 $389k 2.8k 139.98
2016-12-31 $370k 2.8k 133.14
2016-09-30 $353k 2.8k 128.04
2016-06-30 $342k 2.8k 124.05
2016-03-31 $344k 2.8k 120.87
2015-12-31 $305k 2.5k 120.51
2015-09-30 $288k 2.5k 113.79
2015-06-30 $327k 2.6k 124.05
2015-03-31 $335k 2.7k 123.75
2014-12-31 $332k 2.7k 122.33
2014-09-30 $322k 2.8k 116.62
2014-06-30 $322k 2.7k 117.73
2014-03-31 $307k 2.7k 112.25
2013-12-31 $297k 2.7k 110.61
2013-09-30 $272k 2.7k 101.15
2013-06-30 $264k 2.7k 96.39
2013-03-31 $270k 2.9k 93.46
2012-12-31 $245k 2.9k 84.80
2012-09-30 $264k 3.1k 84.78
2012-06-30 $251k 3.1k 80.27
2012-03-31 $234k 2.8k 83.13
2011-12-31 $206k 2.8k 74.15
2011-06-30 $244k 3.1k 79.27
2011-03-31 $241k 3.0k 79.33