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iShares Russell 3000 Index shares owned by Conservest Capital Advisors

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

Historical chart of Conservest Capital 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 Conservest Capital 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 Conservest Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 37k 378.94
2025-06-30 $13M 37k 351.00
2025-03-31 $12M 37k 317.64
2024-12-31 $12M 37k 334.25
2024-09-30 $11M 37k 300.08
2024-06-30 $11M 37k 300.08
2024-03-31 $11M 37k 300.08
2023-12-31 $10M 37k 273.74
2023-09-30 $9.9M 40k 245.06
2023-06-30 $10M 40k 254.48
2023-03-31 $9.5M 40k 235.41
2022-12-31 $8.9M 40k 220.68
2022-09-30 $8.3M 40k 207.03
2022-06-30 $8.7M 40k 217.38
2022-03-31 $11M 41k 262.36
2021-12-31 $11M 40k 277.49
2021-09-30 $10M 40k 254.86
2021-06-30 $10M 41k 255.91
2021-03-31 $9.4M 40k 237.23
2020-12-31 $8.9M 40k 223.54
2020-09-30 $8.1M 41k 195.72
2020-06-30 $7.5M 42k 180.07
2020-03-31 $6.3M 42k 148.33
2019-12-31 $8.0M 42k 188.49
2019-09-30 $7.5M 43k 173.77
2019-06-30 $7.1M 41k 172.37
2019-03-31 $7.2M 43k 166.71
2018-12-31 $6.3M 43k 146.91
2018-09-30 $7.4M 43k 172.30
2018-06-30 $7.1M 44k 162.29
2018-03-31 $7.7M 50k 156.34
2017-12-31 $7.8M 49k 158.17
2017-09-30 $7.4M 50k 149.29
2017-06-30 $7.2M 50k 144.02
2017-03-31 $7.0M 50k 139.89

More positions owned by Conservest Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Technology (XLK)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Rus 1000 Etf (IWB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Conservest Capital Advisors

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Goldman Sachs Group
BlackRock
Morgan Stanley
Northern Trust
UNC Management Company
Jpmorgan Chase & Co
LPL Financial
Ameriprise Financial
UBS Group
FMR
Bank of New York Mellon
Evensky & Katz
Pnc Financial Services
Colony

View all funds holding iShares Russell 3000 Index