iShares Russell 3000 Index shares owned by Detalus Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Detalus Advisors
from 13F filings
Historical chart of Detalus 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 Detalus Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 3000 Index by Detalus Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $498k | 1.3k | 378.94 |
| 2025-06-30 | $461k | 1.3k | 351.00 |
| 2025-03-31 | $417k | 1.3k | 317.64 |