iShares Russell 3000 Index shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.0M | 3.1k | 334.29 |
| 2024-09-30 | $998k | 3.1k | 326.77 |
| 2024-06-30 | $719k | 2.3k | 308.71 |
| 2024-03-31 | $699k | 2.3k | 300.12 |
| 2023-12-31 | $637k | 2.3k | 273.78 |
| 2023-09-30 | $571k | 2.3k | 245.09 |
| 2023-06-30 | $728k | 2.9k | 254.48 |
| 2023-03-31 | $673k | 2.9k | 235.41 |
| 2022-12-31 | $631k | 2.9k | 220.68 |
| 2022-09-30 | $592k | 2.9k | 206.99 |
| 2022-06-30 | $622k | 2.9k | 217.48 |
| 2022-03-31 | $750k | 2.9k | 262.24 |
| 2021-12-31 | $765k | 2.8k | 277.68 |
| 2021-09-30 | $702k | 2.8k | 254.81 |
| 2021-06-30 | $705k | 2.8k | 255.90 |
| 2021-03-31 | $654k | 2.8k | 237.39 |