iShares Russell 3000 Index shares owned by GM Advisory
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by GM Advisory
from 13F filings
Historical chart of GM 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 GM Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 3000 Index by GM Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $60M | 182k | 326.73 |
| 2024-06-30 | $55M | 177k | 308.67 |
| 2024-03-31 | $50M | 167k | 300.08 |
| 2023-12-31 | $44M | 161k | 273.74 |
| 2023-09-30 | $38M | 154k | 245.06 |
| 2023-06-30 | $39M | 151k | 254.48 |
| 2023-03-31 | $34M | 146k | 235.41 |
| 2022-12-31 | $26M | 116k | 220.68 |
| 2022-09-30 | $38M | 183k | 207.04 |
| 2022-06-30 | $36M | 167k | 217.39 |
| 2022-03-31 | $45M | 171k | 262.37 |
| 2021-12-31 | $45M | 164k | 277.50 |
| 2021-09-30 | $39M | 153k | 254.85 |
| 2021-06-30 | $37M | 146k | 255.91 |
| 2021-03-31 | $33M | 139k | 237.23 |
| 2020-12-31 | $30M | 134k | 223.55 |
| 2020-09-30 | $24M | 124k | 195.71 |
| 2020-06-30 | $22M | 124k | 180.06 |
| 2020-03-31 | $19M | 126k | 148.33 |
| 2019-12-31 | $19M | 101k | 188.49 |
| 2019-09-30 | $13M | 73k | 173.78 |
| 2019-06-30 | $12M | 68k | 172.36 |
| 2019-03-31 | $11M | 63k | 166.70 |
| 2018-12-31 | $11M | 75k | 146.92 |
| 2018-09-30 | $19M | 111k | 172.30 |
| 2018-06-30 | $22M | 137k | 162.29 |
| 2018-03-31 | $22M | 139k | 156.34 |
| 2017-12-31 | $22M | 139k | 158.17 |
| 2017-09-30 | $21M | 139k | 149.28 |
| 2017-06-30 | $20M | 138k | 144.02 |
| 2017-03-31 | $19M | 139k | 139.90 |
| 2016-12-31 | $18M | 139k | 132.98 |
| 2016-09-30 | $18M | 141k | 128.19 |
| 2016-06-30 | $18M | 144k | 124.02 |
| 2016-03-31 | $22M | 183k | 120.86 |
| 2015-12-31 | $25M | 211k | 120.31 |
| 2015-09-30 | $25M | 217k | 113.89 |
| 2015-06-30 | $30M | 246k | 123.98 |
| 2015-03-31 | $30M | 245k | 123.85 |
| 2014-12-31 | $18M | 149k | 122.29 |
| 2014-09-30 | $5.4M | 46k | 116.78 |
| 2014-06-30 | $209k | 1.8k | 117.81 |