iShares Russell 3000 Index shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment 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 Optimum Investment 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 Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $116k | 355 | 326.73 |
| 2024-06-30 | $110k | 355 | 308.67 |
| 2024-03-31 | $107k | 355 | 300.08 |
| 2023-12-31 | $97k | 355 | 273.74 |
| 2023-09-30 | $87k | 355 | 245.06 |
| 2023-06-30 | $90k | 355 | 254.48 |
| 2023-03-31 | $84k | 355 | 235.41 |
| 2022-12-31 | $78k | 355 | 220.68 |
| 2022-09-30 | $73k | 355 | 205.63 |
| 2022-06-30 | $77k | 355 | 216.90 |
| 2022-03-31 | $93k | 355 | 261.97 |
| 2021-12-31 | $99k | 355 | 278.87 |
| 2021-09-30 | $90k | 355 | 253.52 |
| 2021-06-30 | $91k | 355 | 256.34 |
| 2021-03-31 | $81k | 340 | 238.24 |
| 2020-12-31 | $76k | 340 | 223.53 |
| 2020-09-30 | $67k | 340 | 197.06 |
| 2020-06-30 | $61k | 340 | 179.41 |
| 2020-03-31 | $50k | 340 | 147.06 |
| 2019-12-31 | $69k | 365 | 189.04 |
| 2019-09-30 | $59k | 340 | 173.53 |
| 2019-06-30 | $59k | 340 | 173.53 |
| 2019-03-31 | $14k | 85 | 164.71 |
| 2018-12-31 | $20k | 135 | 148.15 |
| 2018-09-30 | $32k | 185 | 172.97 |
| 2018-06-30 | $30k | 185 | 162.16 |
| 2018-03-31 | $29k | 185 | 156.76 |
| 2015-03-31 | $12k | 100 | 120.00 |
| 2014-12-31 | $9.0k | 70 | 128.57 |
| 2014-09-30 | $8.0k | 70 | 114.29 |
| 2014-06-30 | $4.0k | 35 | 114.29 |
More positions owned by Optimum Investment Advisors
View all positions for Optimum Investment Advisors