iShares Russell 3000 Index shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 58k | 378.94 |
| 2025-06-30 | $22M | 63k | 351.00 |
| 2025-03-31 | $324k | 1.0k | 317.59 |
| 2024-12-31 | $1.1M | 3.3k | 334.28 |
| 2024-09-30 | $953k | 2.9k | 326.69 |
| 2024-06-30 | $446k | 1.4k | 308.74 |
| 2024-03-31 | $320k | 1.1k | 299.96 |
More positions owned by Concurrent Investment Advisors
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