iShares Russell 3000 Index shares owned by LGT Financial Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by LGT Financial Advisors
from 13F filings
Historical chart of LGT Financial Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by LGT Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $765k | 2.0k | 379.00 |
| 2025-06-30 | $707k | 2.0k | 351.05 |
| 2025-03-31 | $638k | 2.0k | 317.65 |
| 2024-12-31 | $756k | 2.3k | 333.77 |
| 2024-09-30 | $738k | 2.3k | 326.71 |
| 2024-06-30 | $0 | 2.3k | 0.00 |
| 2024-03-31 | $999k | 3.3k | 300.13 |
| 2023-12-31 | $910k | 3.3k | 273.70 |
| 2023-09-30 | $860k | 3.5k | 245.06 |
| 2023-06-30 | $893k | 3.5k | 254.48 |
| 2022-12-31 | $838k | 3.8k | 220.70 |