iShares Russell 3000 Index shares owned by Portland Global Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Portland Global Advisors
from 13F filings
Historical chart of Portland Global 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 Portland Global Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 3000 Index by Portland Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 5.3k | 378.94 |
| 2025-06-30 | $1.9M | 5.3k | 351.00 |
| 2025-03-31 | $1.7M | 5.3k | 317.64 |
| 2024-12-31 | $1.8M | 5.3k | 334.25 |
| 2024-09-30 | $1.7M | 5.3k | 326.73 |
| 2024-06-30 | $1.6M | 5.3k | 308.67 |
| 2024-03-31 | $1.6M | 5.3k | 300.08 |
| 2023-09-30 | $1.3M | 5.3k | 245.14 |
| 2023-06-30 | $1.3M | 5.3k | 254.39 |
| 2023-03-31 | $1.2M | 5.3k | 235.32 |
| 2022-12-31 | $1.2M | 5.3k | 220.77 |
| 2022-09-30 | $1.1M | 5.3k | 206.99 |
| 2022-06-30 | $1.2M | 5.3k | 217.37 |
| 2022-03-31 | $1.4M | 5.3k | 262.37 |
| 2021-12-31 | $1.5M | 5.3k | 277.54 |
| 2021-09-30 | $586k | 2.3k | 254.78 |