Paces Ferry Wealth Advisors »

iShares Russell 3000 Index shares owned by Paces Ferry Wealth Advisors

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

Historical chart of Paces Ferry 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 Paces Ferry Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Index by Paces Ferry Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 492 425.98
2023-09-30 $226k 920 245.12
2023-06-30 $236k 927 254.54
2023-03-31 $218k 925 235.37
2022-12-31 $203k 922 220.57
2022-06-30 $201k 924 217.53
2022-03-31 $242k 921 262.76
2021-12-31 $255k 918 277.78
2021-09-30 $233k 913 255.20
2021-06-30 $236k 922 255.97
2021-03-31 $218k 920 236.96
2020-12-31 $206k 920 223.91
2020-09-30 $180k 920 195.65