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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

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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
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