iShares Russell 3000 Index shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Provenance Wealth 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 Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 85k | 378.94 |
| 2025-06-30 | $30M | 84k | 351.00 |
| 2025-03-31 | $28M | 88k | 317.64 |
| 2024-12-31 | $29M | 88k | 334.25 |
| 2024-09-30 | $29M | 89k | 326.73 |
| 2024-06-30 | $28M | 92k | 308.67 |
| 2024-03-31 | $28M | 93k | 300.08 |
| 2023-12-31 | $26M | 95k | 273.74 |
| 2023-09-30 | $24M | 96k | 245.06 |
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