iShares Russell 3000 Index shares owned by Williams, Jones & Associates
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Williams, Jones & Associates
from 13F filings
Historical chart of Williams, Jones & Associates investment in iShares Russell 3000 Index
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All positions including iShares Russell 3000 Index held by Williams, Jones & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 3000 Index by Williams, Jones & Associates
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2019-06-30 | $207k | 1.2k | 172.50 |
2019-03-31 | $252k | 1.5k | 166.89 |
2018-12-31 | $222k | 1.5k | 147.02 |
2018-09-30 | $260k | 1.5k | 172.19 |
2018-06-30 | $245k | 1.5k | 162.25 |
2018-03-31 | $236k | 1.5k | 156.29 |
2017-12-31 | $239k | 1.5k | 158.28 |
2017-09-30 | $225k | 1.5k | 149.01 |
2017-06-30 | $217k | 1.5k | 143.71 |
2017-03-31 | $211k | 1.5k | 139.74 |
2016-12-31 | $201k | 1.5k | 133.11 |
2012-12-31 | $254k | 3.0k | 84.67 |
2012-09-30 | $255k | 3.0k | 85.00 |
2012-03-31 | $375k | 4.5k | 83.33 |
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