iShares Russell 3000 Index shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory 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 Investment Advisory 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 Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15k | 39 | 378.95 |
| 2025-06-30 | $106k | 303 | 350.56 |
| 2025-03-31 | $96k | 302 | 317.88 |
| 2024-12-31 | $101k | 302 | 334.07 |
| 2024-09-30 | $96k | 294 | 327.16 |
| 2024-06-30 | $89k | 288 | 308.57 |
| 2024-03-31 | $86k | 288 | 299.63 |
| 2023-12-31 | $79k | 287 | 273.95 |
| 2023-09-30 | $70k | 286 | 245.18 |
| 2023-06-30 | $73k | 286 | 254.60 |
| 2023-03-31 | $67k | 286 | 235.24 |