iShares Russell 3000 Index shares owned by Financial Services Advisory
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Financial Services Advisory
from 13F filings
Historical chart of Financial Services Advisory investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Financial Services Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 3000 Index by Financial Services Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $6.8M | 23k | 300.08 |
2023-12-31 | $5.5M | 20k | 273.74 |
2021-12-31 | $30M | 119k | 255.03 |
2021-09-30 | $32M | 125k | 254.85 |
2021-06-30 | $34M | 133k | 255.91 |
2021-03-31 | $32M | 133k | 237.23 |
2020-12-31 | $30M | 136k | 223.55 |
2020-09-30 | $27M | 137k | 195.71 |
2020-06-30 | $26M | 145k | 180.06 |
2019-12-31 | $4.1M | 22k | 188.48 |
2019-09-30 | $3.9M | 23k | 173.75 |
2019-06-30 | $4.1M | 24k | 172.34 |
2019-03-31 | $5.0M | 30k | 166.70 |
2017-12-31 | $9.5M | 60k | 158.16 |
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