Private Advisor »

iShares Russell 3000 Index shares owned by Private Advisor

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.5M 24k 273.75
2023-09-30 $19M 78k 245.06
2023-06-30 $21M 80k 262.99
2023-03-31 $18M 78k 235.41
2022-12-31 $14M 65k 206.38
2022-09-30 $15M 71k 207.03
2022-06-30 $22M 101k 217.39
2022-03-31 $19M 71k 262.37
2021-12-31 $3.1M 11k 277.48
2021-09-30 $3.4M 13k 254.78
2021-06-30 $2.6M 10k 255.90
2021-03-31 $2.2M 9.3k 237.20
2020-12-31 $2.2M 10k 223.49
2020-09-30 $1.6M 8.2k 190.46
2020-06-30 $1.5M 8.5k 180.12
2020-03-31 $1.5M 10k 148.34
2019-12-31 $3.7M 20k 188.50
2019-09-30 $3.6M 21k 173.78
2019-06-30 $2.0M 12k 172.33
2019-03-31 $1.9M 11k 166.68
2018-12-31 $1.2M 8.4k 146.61
2018-09-30 $1.2M 6.9k 172.32
2018-06-30 $473k 2.9k 162.93
2018-03-31 $876k 5.6k 156.32
2017-12-31 $638k 3.9k 161.89
2017-09-30 $1.3M 8.6k 150.77
2017-06-30 $1.1M 7.4k 143.65
2017-03-31 $1.1M 8.2k 139.03
2016-12-31 $1.1M 8.3k 135.17
2016-09-30 $1.2M 9.6k 127.15
2016-06-30 $1.2M 9.5k 123.40
2016-03-31 $1.1M 9.5k 120.87
2015-12-31 $2.0M 17k 120.33
2015-09-30 $1.6M 14k 113.87
2015-06-30 $1.1M 9.1k 124.00
2015-03-31 $969k 7.8k 123.90
2014-12-31 $1.1M 9.3k 122.27
2014-09-30 $766k 6.6k 116.84
2014-06-30 $521k 4.4k 117.63
2014-03-31 $428k 3.8k 112.19
2013-12-31 $406k 3.7k 110.60