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iShares Russell 3000 Index shares owned by LM Advisors

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by LM Advisors from 13F filings

Historical chart of LM 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 LM 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 LM Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $327k 1.0k 326.67
2024-03-31 $300k 1.0k 299.70
2023-12-31 $274k 1.0k 273.74

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View all positions for LM Advisors

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Morgan Stanley
Northern Trust
BlackRock
Bank of America Corporation
Family Firm
International Assets Investment Management
BlackRock
Goldman Sachs Group
UNC Management Company
Pitcairn Company
LPL Financial
Jpmorgan Chase & Co
Evensky & Katz
Colony

View all funds holding iShares Russell 3000 Index