iShares Russell 3000 Index shares owned by ValMark Advisers
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in iShares Russell 3000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Index held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 3000 Index by ValMark Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $776k | 2.8k | 273.75 |
2023-09-30 | $685k | 2.8k | 245.06 |
2023-06-30 | $724k | 2.8k | 254.48 |
2023-03-31 | $670k | 2.8k | 235.41 |
2022-12-31 | $628k | 2.8k | 220.68 |
2022-09-30 | $589k | 2.8k | 206.96 |
2022-06-30 | $565k | 2.6k | 217.31 |
2022-03-31 | $791k | 3.0k | 262.35 |
2021-12-31 | $480k | 1.7k | 277.30 |