iShares Russell 3000 Index shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $517k | 1.4k | 378.94 |
| 2025-06-30 | $479k | 1.4k | 351.00 |
| 2025-03-31 | $433k | 1.4k | 317.64 |
| 2024-12-31 | $456k | 1.4k | 334.25 |
| 2024-09-30 | $558k | 1.7k | 326.73 |
| 2024-06-30 | $527k | 1.7k | 308.67 |
| 2024-03-31 | $512k | 1.7k | 300.08 |
| 2023-12-31 | $467k | 1.7k | 273.74 |
| 2023-09-30 | $418k | 1.7k | 245.06 |
| 2023-06-30 | $434k | 1.7k | 254.48 |
| 2023-03-31 | $402k | 1.7k | 235.41 |
| 2022-12-31 | $377k | 1.7k | 220.86 |
| 2022-09-30 | $353k | 1.7k | 206.80 |
| 2022-06-30 | $371k | 1.7k | 217.34 |
| 2022-03-31 | $448k | 1.7k | 262.45 |
| 2021-12-31 | $312k | 1.1k | 277.58 |
| 2021-09-30 | $294k | 1.2k | 254.77 |
| 2021-06-30 | $295k | 1.2k | 255.63 |
| 2021-03-31 | $274k | 1.2k | 237.44 |
| 2020-12-31 | $258k | 1.2k | 223.57 |
| 2020-09-30 | $235k | 1.2k | 195.83 |
| 2020-06-30 | $216k | 1.2k | 180.00 |
| 2020-03-31 | $178k | 1.2k | 148.33 |
| 2019-12-31 | $226k | 1.2k | 188.33 |
| 2019-09-30 | $209k | 1.2k | 174.17 |
| 2019-06-30 | $207k | 1.2k | 172.50 |
| 2019-03-31 | $200k | 1.2k | 166.67 |
| 2018-12-31 | $176k | 1.2k | 146.67 |
| 2018-09-30 | $207k | 1.2k | 172.50 |
| 2018-06-30 | $195k | 1.2k | 162.50 |
| 2018-03-31 | $188k | 1.2k | 156.67 |
| 2017-12-31 | $190k | 1.2k | 158.33 |
| 2017-09-30 | $179k | 1.2k | 149.17 |
| 2017-06-30 | $172k | 1.2k | 143.33 |
| 2017-03-31 | $168k | 1.2k | 140.00 |
| 2016-12-31 | $160k | 1.2k | 133.33 |
| 2016-09-30 | $153k | 1.2k | 127.50 |
| 2016-06-30 | $148k | 1.2k | 123.33 |
| 2016-03-31 | $14k | 1.2k | 11.67 |
| 2015-12-31 | $28k | 2.4k | 11.67 |
| 2015-09-30 | $136k | 1.2k | 113.33 |
| 2015-06-30 | $149k | 1.2k | 124.17 |