iShares Russell 3000 Index shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital 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 SRS Capital 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 SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $15M | 34k | 426.40 |
| 2026-03-31 | $749k | 2.0k | 370.68 |
| 2025-12-31 | $816k | 2.1k | 386.85 |
| 2025-06-30 | $1.3M | 3.7k | 351.00 |
| 2018-06-30 | $11k | 72 | 152.78 |
| 2018-03-31 | $11k | 72 | 152.78 |
| 2017-12-31 | $11k | 72 | 152.78 |
| 2017-09-30 | $10k | 72 | 138.89 |
| 2017-06-30 | $10k | 72 | 138.89 |
| 2017-03-31 | $10k | 72 | 138.89 |
| 2016-12-31 | $10k | 72 | 138.89 |