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iShares Russell 3000 Index shares owned by Motive Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Motive Wealth Advisors from 13F filings

Historical chart of Motive 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 Motive 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 Motive Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 4.5k 308.67
2024-06-30 $1.4M 4.5k 308.67
2024-03-31 $1.4M 4.5k 300.08
2022-12-31 $1.0M 4.6k 220.68
2022-09-30 $975k 4.7k 206.96
2022-06-30 $1.0M 4.7k 217.36
2022-03-31 $1.2M 4.7k 262.36
2021-12-31 $2.0M 7.4k 277.54
2021-09-30 $655k 2.6k 254.86
2021-06-30 $658k 2.6k 256.03