iShares Russell 3000 Index shares owned by WFG Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by WFG Advisors
from 13F filings
Historical chart of WFG Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by WFG Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-06-30 | $11M | 79k | 144.02 |
| 2017-03-31 | $10M | 73k | 139.90 |
| 2016-12-31 | $7.5M | 57k | 132.98 |
| 2016-09-30 | $5.9M | 46k | 128.20 |
| 2016-06-30 | $5.0M | 41k | 124.02 |
| 2016-03-31 | $5.6M | 47k | 120.86 |
| 2015-12-31 | $5.5M | 46k | 120.31 |
| 2015-09-30 | $5.1M | 45k | 113.89 |
| 2015-06-30 | $5.5M | 45k | 123.98 |
| 2015-03-31 | $5.4M | 44k | 123.86 |
| 2014-12-31 | $5.0M | 41k | 122.30 |
| 2014-09-30 | $4.4M | 38k | 116.79 |
| 2014-06-30 | $4.2M | 36k | 117.75 |
| 2014-03-31 | $4.0M | 35k | 112.31 |
| 2013-12-31 | $3.9M | 35k | 110.64 |
| 2013-09-30 | $3.6M | 35k | 101.15 |
| 2013-06-30 | $3.4M | 35k | 96.40 |
| 2013-03-31 | $3.3M | 35k | 93.46 |
| 2012-06-30 | $2.7M | 34k | 80.38 |
| 2012-03-31 | $2.0M | 24k | 83.27 |
| 2011-12-31 | $1.8M | 24k | 74.20 |