iShares Russell 3000 Index shares owned by Sightline Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Sightline Wealth Advisors
from 13F filings
Historical chart of Sightline Wealth 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 Sightline Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 3000 Index by Sightline Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $798k | 2.1k | 386.87 |
| 2025-09-30 | $780k | 2.1k | 379.01 |
| 2025-06-30 | $720k | 2.1k | 351.05 |
| 2025-03-31 | $650k | 2.0k | 317.63 |
| 2024-12-31 | $682k | 2.0k | 334.19 |
| 2024-09-30 | $665k | 2.0k | 326.80 |
| 2024-06-30 | $626k | 2.0k | 308.63 |
| 2024-03-31 | $607k | 2.0k | 300.03 |
| 2023-12-31 | $553k | 2.0k | 273.68 |
| 2023-09-30 | $491k | 2.0k | 245.12 |
| 2023-06-30 | $466k | 2.0k | 235.45 |
| 2023-03-31 | $466k | 2.0k | 235.45 |
| 2022-12-31 | $435k | 2.0k | 220.71 |
| 2022-09-30 | $416k | 2.0k | 212.03 |
| 2022-06-30 | $423k | 2.0k | 216.37 |
| 2022-03-31 | $512k | 2.0k | 262.43 |
| 2021-12-31 | $543k | 1.9k | 278.89 |
| 2021-09-30 | $494k | 1.9k | 254.90 |
| 2021-06-30 | $496k | 1.9k | 255.93 |
| 2021-03-31 | $460k | 1.9k | 238.10 |
| 2020-12-31 | $435k | 1.9k | 223.42 |