iShares Russell 3000 Index shares owned by Huber Financial Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Huber Financial Advisors
from 13F filings
Historical chart of Huber Financial Advisors investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by Huber Financial Advisors 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 Huber Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2020-03-31 | $310k | 2.1k | 148.33 |
2019-12-31 | $407k | 2.2k | 188.43 |
2019-09-30 | $375k | 2.2k | 173.61 |
2019-06-30 | $380k | 2.2k | 172.18 |
2019-03-31 | $368k | 2.2k | 166.89 |
2018-12-31 | $324k | 2.2k | 147.07 |
2018-09-30 | $379k | 2.2k | 172.35 |
2018-06-30 | $356k | 2.2k | 162.04 |
2018-03-31 | $344k | 2.2k | 156.58 |
2017-12-31 | $377k | 2.4k | 158.01 |