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iShares Russell 3000 Index shares owned by Prime Capital Investment Advisors

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Prime Capital Investment Advisors from 13F filings

Historical chart of Prime Capital 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 Prime Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Index by Prime Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 11k 326.72
2024-06-30 $3.4M 11k 308.66
2024-03-31 $3.3M 11k 300.07
2023-12-31 $3.1M 11k 273.73
2023-09-30 $355k 1.4k 245.06
2023-06-30 $368k 1.4k 254.48