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 csv Download as ExcelQuarterly 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 |