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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by Williams, Jones & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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