CI Private Wealth »

iShares Russell 3000 Index shares owned by CI Private Wealth

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Index by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $53M 193k 273.74
2023-09-30 $66M 535k 123.60
2023-06-30 $48M 188k 254.48
2023-03-31 $44M 187k 235.41
2022-12-31 $48M 218k 220.68

More positions owned by CI Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
UnitedHealth (UNH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)

View all positions for CI Private Wealth

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Bank of New York Mellon
Pitcairn Company
Fft Wealth Management
UBS Group
Evensky & Katz
HighTower Advisors
Lgl Partners
Colony
TLWM
Pnc Financial Services
Pegasus Partners

View all funds holding iShares Russell 3000 Index