iShares Russell 3000 Index shares owned by Stratos Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Stratos Wealth Advisors
from 13F filings
Historical chart of Stratos Wealth Advisors investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Stratos 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 Stratos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 6.6k | 326.74 |
| 2024-06-30 | $2.0M | 6.5k | 308.70 |
| 2024-03-31 | $909k | 3.0k | 300.11 |
| 2023-12-31 | $1.0M | 3.8k | 273.76 |
| 2023-09-30 | $886k | 3.6k | 245.08 |
| 2023-06-30 | $1.0M | 4.0k | 254.50 |
| 2023-03-31 | $723k | 3.1k | 235.43 |
| 2022-12-31 | $649k | 2.9k | 220.75 |
| 2022-09-30 | $564k | 2.7k | 206.97 |
| 2022-06-30 | $553k | 2.5k | 217.55 |
| 2022-03-31 | $999k | 3.8k | 262.48 |