iShares Russell 3000 Index shares owned by Crewe Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Crewe Advisors
from 13F filings
Historical chart of Crewe Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Crewe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $412k | 1.2k | 334.25 |
| 2024-09-30 | $403k | 1.2k | 326.73 |
| 2024-06-30 | $620k | 2.0k | 308.67 |
| 2024-03-31 | $602k | 2.0k | 300.08 |
| 2023-12-31 | $549k | 2.0k | 273.74 |
| 2023-09-30 | $492k | 2.0k | 245.06 |
| 2023-06-30 | $518k | 2.0k | 254.48 |
| 2023-03-31 | $480k | 2.0k | 235.41 |
| 2022-12-31 | $452k | 2.0k | 220.68 |
| 2022-09-30 | $649k | 3.1k | 207.15 |
| 2022-06-30 | $445k | 2.0k | 217.29 |
| 2022-03-31 | $537k | 2.0k | 262.21 |
| 2021-12-31 | $568k | 2.0k | 277.34 |
| 2021-09-30 | $955k | 3.7k | 254.87 |
| 2021-06-30 | $961k | 3.8k | 255.79 |
| 2021-03-31 | $891k | 3.8k | 237.16 |
| 2020-12-31 | $856k | 3.8k | 223.44 |
| 2020-09-30 | $825k | 4.2k | 195.68 |
| 2020-06-30 | $940k | 5.2k | 180.01 |
| 2020-03-31 | $784k | 5.3k | 148.29 |
| 2019-12-31 | $1.0M | 5.4k | 188.48 |
| 2019-09-30 | $1.1M | 6.4k | 173.72 |
| 2019-06-30 | $1.1M | 6.4k | 172.32 |
| 2019-03-31 | $1.1M | 6.4k | 166.69 |
| 2018-12-31 | $925k | 6.3k | 146.97 |
| 2018-09-30 | $1.1M | 6.3k | 172.23 |