iShares Russell 3000 Index shares owned by Intercontinental Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Intercontinental Wealth Advisors
from 13F filings
Historical chart of Intercontinental Wealth Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Intercontinental Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $2.9M | 12k | 254.48 |
| 2023-03-31 | $2.7M | 12k | 235.41 |
| 2022-03-31 | $236k | 900 | 262.22 |
| 2021-06-30 | $232k | 905 | 256.35 |
| 2021-03-31 | $18M | 77k | 237.23 |
| 2020-12-31 | $16M | 70k | 223.55 |
| 2020-09-30 | $5.8M | 29k | 195.72 |
| 2020-06-30 | $4.9M | 27k | 180.07 |
| 2020-03-31 | $1.6M | 11k | 148.35 |
| 2019-12-31 | $654k | 3.4k | 194.93 |
| 2019-09-30 | $884k | 5.1k | 173.67 |
| 2019-06-30 | $106k | 615 | 172.36 |
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