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iShares Russell 3000 Index shares owned by Twin Focus Capital Partners

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Twin Focus Capital Partners from 13F filings

Historical chart of Twin Focus Capital Partners investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by Twin Focus Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Index by Twin Focus Capital Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.9M 13k 300.08
2023-12-31 $3.5M 13k 273.74
2023-09-30 $3.3M 13k 245.06
2023-06-30 $3.4M 13k 254.48
2023-03-31 $9.3M 39k 235.41
2022-12-31 $8.7M 39k 220.68
2022-09-30 $1.4M 6.6k 207.09
2022-06-30 $1.4M 6.6k 217.39
2022-03-31 $1.8M 6.7k 262.41
2021-12-31 $1.8M 6.6k 277.54
2021-09-30 $1.6M 6.1k 254.89
2021-06-30 $1.6M 6.1k 255.87
2021-03-31 $1.2M 5.2k 237.20
2020-12-31 $1.2M 5.2k 223.64
2020-09-30 $1.0M 5.3k 195.63
2020-06-30 $956k 5.3k 180.00
2020-03-31 $2.2M 15k 148.36
2019-12-31 $4.3M 23k 188.48
2019-09-30 $3.9M 22k 173.77
2019-06-30 $3.8M 22k 172.38
2019-03-31 $3.7M 22k 166.71
2018-12-31 $3.3M 22k 146.91
2018-09-30 $247k 1.4k 172.01
2018-06-30 $233k 1.4k 162.26
2018-03-31 $225k 1.4k 156.69
2017-12-31 $227k 1.4k 158.08
2017-09-30 $273k 1.8k 149.18
2017-06-30 $299k 2.1k 143.82
2017-03-31 $280k 2.0k 139.72
2016-12-31 $266k 2.0k 132.73
2016-09-30 $288k 2.2k 128.34
2016-06-30 $686k 5.5k 124.03
2016-03-31 $1.8M 15k 120.88
2015-12-31 $1.4M 11k 120.33
2014-09-30 $51k 433 117.78

More positions owned by Twin Focus Capital Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Dell Technologies CL C (DELL)
Ishares Gold Tr Ishares New (IAU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Twin Focus Capital Partners

Top funds holding iShares Russell 3000 Index

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View all funds holding iShares Russell 3000 Index