iShares Russell 3000 Index shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust 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 Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 3000 Index by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $80M | 245k | 326.73 |
| 2024-06-30 | $74M | 241k | 308.67 |
| 2024-03-31 | $62M | 205k | 300.08 |
| 2023-12-31 | $47M | 171k | 273.74 |
| 2023-09-30 | $43M | 175k | 245.06 |
| 2023-06-30 | $43M | 170k | 254.48 |
| 2023-03-31 | $18M | 75k | 235.41 |
| 2022-12-31 | $17M | 76k | 220.68 |
| 2022-09-30 | $16M | 75k | 207.04 |
| 2022-06-30 | $17M | 76k | 217.39 |
| 2022-03-31 | $20M | 76k | 262.37 |
| 2021-12-31 | $18M | 66k | 277.50 |
| 2021-09-30 | $13M | 50k | 254.85 |
| 2021-06-30 | $13M | 50k | 255.91 |
| 2021-03-31 | $12M | 49k | 237.23 |
| 2020-12-31 | $9.8M | 44k | 223.52 |
| 2020-09-30 | $7.6M | 38k | 197.51 |
| 2020-06-30 | $7.8M | 43k | 180.99 |
| 2020-03-31 | $7.7M | 55k | 141.34 |
| 2019-12-31 | $13M | 66k | 189.99 |
| 2019-09-30 | $12M | 69k | 173.77 |
| 2019-06-30 | $10M | 59k | 172.36 |
| 2019-03-31 | $10M | 60k | 166.70 |
| 2018-12-31 | $10M | 70k | 146.92 |
| 2018-09-30 | $9.5M | 55k | 173.07 |
| 2018-06-30 | $9.1M | 56k | 162.29 |
| 2018-03-31 | $8.6M | 56k | 152.76 |
| 2017-12-31 | $17M | 105k | 158.17 |
| 2017-09-30 | $17M | 111k | 149.33 |
| 2017-06-30 | $18M | 124k | 144.02 |
| 2017-03-31 | $17M | 122k | 139.90 |
| 2016-12-31 | $17M | 128k | 132.98 |
| 2016-09-30 | $18M | 142k | 124.02 |
| 2016-03-31 | $17M | 137k | 120.86 |
| 2015-12-31 | $20M | 166k | 120.31 |
| 2015-09-30 | $18M | 158k | 113.89 |
| 2015-06-30 | $70k | 4.5k | 15.56 |
| 2015-03-31 | $18M | 142k | 123.85 |
| 2014-12-31 | $14M | 113k | 122.29 |
| 2014-09-30 | $13M | 114k | 116.79 |
| 2014-06-30 | $13M | 111k | 117.74 |
| 2014-03-31 | $13M | 118k | 112.19 |
| 2013-12-31 | $14M | 124k | 110.65 |
| 2013-09-30 | $10M | 100k | 101.14 |
| 2013-06-30 | $9.8M | 102k | 96.40 |
| 2013-03-31 | $8.7M | 93k | 93.46 |
| 2012-12-31 | $7.0M | 82k | 84.68 |
| 2012-09-30 | $6.7M | 79k | 84.57 |
| 2012-06-30 | $5.6M | 68k | 82.53 |
| 2012-03-31 | $5.4M | 65k | 83.29 |
| 2011-12-31 | $4.3M | 58k | 74.18 |
| 2011-09-30 | $3.6M | 53k | 66.72 |
| 2011-06-30 | $3.5M | 45k | 79.28 |
| 2011-03-31 | $3.5M | 44k | 79.27 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors