iShares Russell 3000 Index shares owned by Mayflower Financial Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Mayflower Financial Advisors
from 13F filings
Historical chart of Mayflower 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 Mayflower 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 Mayflower Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $502k | 1.5k | 326.76 |
2024-06-30 | $474k | 1.5k | 308.70 |
2024-03-31 | $724k | 2.4k | 300.10 |
2023-12-31 | $660k | 2.4k | 273.73 |
2023-09-30 | $608k | 2.5k | 245.08 |
2023-06-30 | $631k | 2.5k | 254.50 |
2023-03-31 | $583k | 2.5k | 235.45 |
2022-12-31 | $546k | 2.5k | 220.64 |
2022-09-30 | $549k | 2.7k | 207.09 |
2022-06-30 | $687k | 3.2k | 217.41 |
2022-03-31 | $803k | 3.1k | 262.42 |
2021-12-31 | $427k | 1.5k | 277.81 |
2021-09-30 | $411k | 1.5k | 267.40 |
2021-06-30 | $416k | 1.6k | 256.16 |
2021-03-31 | $385k | 1.6k | 237.07 |
2020-12-31 | $399k | 1.8k | 223.28 |
More positions owned by Mayflower Financial Advisors
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