LPL Financial »

iShares Russell 3000 Index shares owned by LPL Financial

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

Historical chart of LPL Financial investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Index by LPL Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $107M 436k 245.06
2023-06-30 $111M 437k 254.48
2023-03-31 $101M 429k 235.41
2022-12-31 $100M 453k 220.68
2022-09-30 $90M 435k 207.04
2022-06-30 $94M 433k 217.39
2022-03-31 $115M 440k 262.37
2021-12-31 $142M 512k 277.50
2021-09-30 $126M 495k 254.85
2021-06-30 $118M 460k 255.91
2021-03-31 $108M 454k 237.23
2020-12-31 $85M 380k 223.55
2020-09-30 $74M 376k 195.71
2020-06-30 $68M 377k 180.06
2020-03-31 $57M 381k 148.33
2019-12-31 $71M 375k 188.49
2019-09-30 $66M 379k 173.77
2019-06-30 $64M 372k 172.36
2019-03-31 $62M 371k 166.70
2018-12-31 $56M 380k 146.92
2018-09-30 $64M 372k 172.30
2018-06-30 $60M 366k 162.29
2018-03-31 $56M 359k 156.34
2017-12-31 $61M 383k 158.17
2017-09-30 $57M 381k 149.28
2017-06-30 $56M 387k 144.02
2017-03-31 $55M 390k 139.58
2016-12-31 $58M 431k 133.93
2016-09-30 $54M 421k 127.17
2016-06-30 $52M 419k 123.36
2016-03-31 $102M 853k 119.88
2015-12-31 $75M 635k 118.67
2015-09-30 $36M 309k 118.00
2015-06-30 $39M 312k 123.75
2015-03-31 $41M 334k 123.55
2014-12-31 $43M 355k 122.29
2014-09-30 $33M 289k 115.22
2014-06-30 $34M 292k 117.74
2014-03-31 $33M 294k 112.31
2013-12-31 $32M 290k 110.65
2013-09-30 $22M 211k 102.77
2013-06-30 $21M 213k 96.40
2012-09-30 $19M 227k 84.85
2011-09-30 $14M 209k 66.73