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 |
|---|---|---|---|
| 2025-09-30 | $3.7M | 9.8k | 378.92 |
| 2025-06-30 | $351k | 1.0k | 351.00 |
| 2025-03-31 | $318k | 1.0k | 318.00 |
| 2024-12-31 | $334k | 1.0k | 334.00 |
| 2024-09-30 | $327k | 1.0k | 326.67 |
| 2024-03-31 | $300k | 1.0k | 299.70 |
| 2023-12-31 | $274k | 1.0k | 273.74 |