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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

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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
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