iShares Russell 3000 Index shares owned by McClarren Financial Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by McClarren Financial Advisors
from 13F filings
Historical chart of McClarren 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 McClarren Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 3000 Index by McClarren Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 7.1k | 553.62 |
| 2025-06-30 | $3.7M | 11k | 351.01 |
| 2025-03-31 | $3.3M | 7.1k | 468.67 |
| 2024-09-30 | $1.4M | 7.2k | 200.56 |
| 2024-06-30 | $3.3M | 2.2k | 1529.17 |
| 2024-03-31 | $3.2M | 2.1k | 1526.42 |
| 2023-12-31 | $2.9M | 11k | 273.73 |
| 2023-09-30 | $2.6M | 11k | 244.84 |
| 2023-06-30 | $2.7M | 11k | 254.40 |
| 2023-03-31 | $2.5M | 11k | 235.13 |
| 2022-12-31 | $2.3M | 11k | 220.62 |
| 2022-09-30 | $2.2M | 11k | 206.96 |
| 2022-06-30 | $2.0M | 9.1k | 217.26 |
| 2022-03-31 | $2.8M | 11k | 262.33 |
| 2021-12-31 | $3.0M | 11k | 277.45 |
| 2021-09-30 | $2.7M | 11k | 254.84 |
| 2021-06-30 | $2.7M | 11k | 255.97 |
| 2021-03-31 | $2.6M | 11k | 237.26 |
| 2020-12-31 | $2.5M | 11k | 223.52 |
More positions owned by McClarren Financial Advisors
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