iShares Russell 3000 Index shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Elevate Wealth Advisory
from 13F filings
Historical chart of Elevate Wealth Advisory investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Elevate Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21k | 56 | 378.95 |
| 2025-06-30 | $20k | 56 | 351.00 |
| 2025-03-31 | $18k | 56 | 317.64 |
| 2024-12-31 | $19k | 56 | 334.25 |
| 2024-09-30 | $18k | 56 | 326.73 |
| 2024-06-30 | $17k | 56 | 308.68 |
| 2024-03-31 | $17k | 56 | 300.07 |
| 2023-12-31 | $15k | 56 | 273.73 |