iShares Russell 3000 Index shares owned by Waypoint Capital Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Waypoint Capital Advisors
from 13F filings
Historical chart of Waypoint Capital 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 Waypoint Capital 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 Waypoint Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 6.7k | 326.73 |
| 2024-06-30 | $2.1M | 6.7k | 308.67 |
| 2024-03-31 | $2.0M | 6.7k | 300.08 |
| 2023-12-31 | $1.8M | 6.7k | 273.74 |
| 2023-09-30 | $1.6M | 6.7k | 245.06 |
| 2023-06-30 | $1.7M | 6.7k | 254.48 |
| 2023-03-31 | $1.8M | 7.7k | 235.41 |
| 2022-12-31 | $1.7M | 7.7k | 220.68 |
| 2022-09-30 | $1.6M | 7.7k | 206.99 |
| 2022-06-30 | $1.7M | 7.7k | 217.35 |