iShares Russell 3000 Index shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Visionary 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 Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 3.2k | 326.77 |
| 2024-06-30 | $973k | 3.2k | 308.67 |
| 2024-03-31 | $944k | 3.1k | 300.08 |
| 2023-12-31 | $859k | 3.1k | 273.76 |
| 2023-09-30 | $763k | 3.1k | 245.07 |
| 2023-06-30 | $792k | 3.1k | 254.49 |
| 2023-03-31 | $731k | 3.1k | 235.43 |
| 2022-12-31 | $683k | 3.1k | 220.75 |
| 2022-09-30 | $635k | 3.1k | 207.18 |
| 2022-06-30 | $666k | 3.1k | 217.29 |
| 2022-03-31 | $802k | 3.1k | 262.43 |