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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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