iShares Russell 3000 Index shares owned by W Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by W Advisors
from 13F filings
Historical chart of W Advisors investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by W 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 W Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $965k | 3.0k | 326.73 |
| 2024-06-30 | $890k | 2.9k | 308.71 |
| 2024-03-31 | $864k | 2.9k | 300.07 |
| 2023-12-31 | $792k | 2.9k | 273.68 |
| 2023-09-30 | $1.2M | 4.8k | 245.06 |
| 2023-06-30 | $1.4M | 5.4k | 254.49 |
| 2023-03-31 | $1.3M | 5.4k | 235.40 |
| 2022-12-31 | $1.4M | 6.3k | 220.67 |
| 2022-09-30 | $933k | 4.5k | 207.03 |
| 2022-06-30 | $1.0M | 4.7k | 217.25 |
| 2022-03-31 | $1.3M | 4.9k | 262.40 |
| 2021-12-31 | $1.4M | 5.2k | 277.03 |