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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.7M | 4.5k | 378.94 |
| 2025-06-30 | $1.6M | 4.5k | 351.00 |
| 2025-03-31 | $1.4M | 4.5k | 317.64 |
| 2024-12-31 | $1.5M | 4.5k | 334.25 |
| 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 |