iShares Russell 3000 Index shares owned by Convergent Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Convergent Wealth Advisors
from 13F filings
Historical chart of Convergent Wealth Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Convergent Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2015-09-30 | $1.8M | 16k | 113.91 |
| 2015-06-30 | $2.7M | 22k | 123.98 |
| 2015-03-31 | $2.5M | 20k | 123.83 |
| 2014-12-31 | $1.5M | 12k | 122.27 |
| 2014-09-30 | $1.4M | 12k | 116.82 |
| 2014-06-30 | $1.4M | 12k | 117.78 |
| 2014-03-31 | $2.0M | 17k | 112.33 |
| 2013-12-31 | $910k | 8.2k | 110.60 |
| 2013-09-30 | $833k | 8.2k | 101.18 |
| 2013-06-30 | $5.5M | 57k | 96.41 |
| 2013-03-31 | $4.2M | 45k | 93.47 |
| 2012-12-31 | $5.4M | 63k | 84.69 |
| 2012-03-31 | $479k | 5.8k | 83.29 |
| 2011-12-31 | $614k | 8.3k | 74.18 |
| 2011-03-31 | $5.7M | 72k | 79.27 |
| 2010-12-31 | $5.4M | 72k | 74.94 |
More positions owned by Convergent Wealth Advisors
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