Financial Services Advisory »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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