iShares Russell 3000 Index shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $31M | 87k | 351.00 |
| 2025-03-31 | $28M | 88k | 317.64 |
| 2024-12-31 | $20M | 60k | 334.25 |
| 2024-09-30 | $17M | 52k | 326.73 |
| 2024-06-30 | $16M | 52k | 308.67 |
| 2024-03-31 | $738k | 2.5k | 300.08 |
| 2023-12-31 | $477k | 1.7k | 273.72 |
| 2023-09-30 | $345k | 1.4k | 245.07 |
| 2023-06-30 | $360k | 1.4k | 254.49 |
| 2023-03-31 | $382k | 1.6k | 235.45 |
| 2022-12-31 | $443k | 2.0k | 220.69 |
| 2022-09-30 | $425k | 2.1k | 207.22 |
| 2022-06-30 | $578k | 2.7k | 217.21 |
| 2022-03-31 | $696k | 2.7k | 262.05 |
| 2021-12-31 | $600k | 2.2k | 277.26 |
| 2021-09-30 | $532k | 2.1k | 255.65 |
| 2020-09-30 | $1.2M | 5.9k | 195.67 |
| 2020-06-30 | $288k | 1.6k | 180.68 |
| 2020-03-31 | $266k | 1.8k | 148.94 |
| 2019-12-31 | $426k | 2.3k | 188.08 |
| 2019-09-30 | $336k | 1.9k | 173.64 |
| 2019-06-30 | $332k | 1.9k | 172.20 |
| 2019-03-31 | $345k | 2.1k | 166.83 |
| 2018-12-31 | $288k | 2.0k | 147.01 |
More positions owned by H D Vest Advisory Services
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