iShares Russell 3000 Index shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $57M | 190k | 300.08 |
| 2023-12-31 | $26M | 93k | 273.74 |
| 2023-09-30 | $23M | 95k | 245.06 |
| 2023-06-30 | $24M | 96k | 254.48 |
| 2023-03-31 | $24M | 102k | 235.41 |
| 2022-12-31 | $23M | 103k | 220.68 |
| 2022-09-30 | $4.3M | 21k | 207.04 |
| 2022-06-30 | $3.9M | 18k | 217.41 |
| 2022-03-31 | $5.1M | 19k | 262.35 |
| 2021-12-31 | $5.7M | 22k | 256.57 |
| 2021-09-30 | $5.0M | 18k | 275.36 |
| 2021-06-30 | $4.8M | 18k | 264.23 |
| 2021-03-31 | $4.9M | 20k | 247.23 |
| 2020-12-31 | $5.3M | 22k | 236.66 |
| 2020-09-30 | $4.3M | 23k | 191.92 |
| 2020-06-30 | $4.7M | 24k | 196.78 |
| 2020-03-31 | $4.0M | 27k | 148.33 |
| 2019-12-31 | $13M | 65k | 195.30 |
| 2019-09-30 | $14M | 79k | 173.77 |
| 2019-06-30 | $14M | 79k | 172.36 |
| 2019-03-31 | $14M | 81k | 166.71 |
| 2018-12-31 | $12M | 83k | 146.92 |
More positions owned by Warren Averett Asset Management
View all positions for Warren Averett Asset Management