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iShares Russell 3000 Index shares owned by Estate Counselors

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Estate Counselors from 13F filings

Historical chart of Estate Counselors investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by Estate Counselors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.2M 19k 273.74
2023-09-30 $2.7M 11k 245.06
2023-06-30 $3.2M 13k 254.48
2023-03-31 $2.7M 12k 235.41
2022-12-31 $20M 90k 220.68

More positions owned by Estate Counselors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr Short Treas Bd (SHV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Estate Counselors

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
UBS Group
Evensky & Katz
HighTower Advisors
Colony
TLWM
Pnc Financial Services
Pegasus Partners
Wells Fargo & Company
William Blair $ Company

View all funds holding iShares Russell 3000 Index