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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by LGT 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 LGT Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |