iShares Russell 3000 Index shares owned by Midland Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Midland Wealth Advisors
from 13F filings
Historical chart of Midland Wealth 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 Midland Wealth 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 Midland Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $575k | 1.5k | 386.85 |
| 2025-09-30 | $564k | 1.5k | 378.94 |
| 2025-06-30 | $522k | 1.5k | 351.00 |
| 2025-03-31 | $472k | 1.5k | 317.64 |
| 2024-12-31 | $523k | 1.6k | 334.25 |
| 2024-09-30 | $511k | 1.6k | 326.73 |
| 2024-06-30 | $462k | 1.5k | 308.67 |
| 2024-03-31 | $450k | 1.5k | 300.08 |
| 2023-12-31 | $410k | 1.5k | 273.74 |