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iShares Russell 3000 Index shares owned by Cape Ann Savings Bank

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Cape Ann Savings Bank from 13F filings

Historical chart of Cape Ann Savings Bank investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by Cape Ann Savings Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Index by Cape Ann Savings Bank

Quarter filed Position value Share count Share price at filing
2024-09-30 $247k 755 326.73
2024-06-30 $233k 755 308.67
2024-03-31 $227k 755 300.08
2023-12-31 $209k 755 276.42
2021-12-31 $203k 733 276.94
2016-12-31 $210k 1.6k 135.48

More positions owned by Cape Ann Savings Bank

Ishares Core S&p Mid-cap 400 Etf Exchange Traded Fund (IJH)
Ishares International Equity ETF (EFA)
Ishares S&p 500 Exchange Traded Fund (IVV)
Vanguard Short Term Treasury Etf Fixed Income ETF (VGSH)
Apple Common Stock (AAPL)
Ishares Gold Tr Exchange Traded Fund (IAU)
Microsoft Corp Common Stock (MSFT)
Alphabet Common Stock (GOOGL)
Ishares Core S&p Small-cap Etf Exchange Traded Fund (IJR)
Applied Materials Common Stock (AMAT)
Amazon.com Common Stock (AMZN)
Procter & Gamble Common Stock (PG)
Johnson & Johnson Common Stock (JNJ)
Pepsico Common Stock (PEP)
Select Sector Spdr Tr Common Stock (XLK)

View all positions for Cape Ann Savings Bank

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Morgan Stanley
Northern Trust
BlackRock
Bank of America Corporation
Family Firm
International Assets Investment Management
BlackRock
Goldman Sachs Group
UNC Management Company
Pitcairn Company
LPL Financial
Jpmorgan Chase & Co
Evensky & Katz
Colony

View all funds holding iShares Russell 3000 Index