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iShares Russell 3000 Index shares owned by Moss Adams Wealth Advisors

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

Historical chart of Moss Adams Wealth Advisors investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.4M 34k 273.74
2023-09-30 $9.0M 37k 245.44
2023-06-30 $11M 42k 254.48
2023-03-31 $9.2M 39k 235.41
2022-12-31 $12M 53k 220.68

More positions owned by Moss Adams Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Investment Managers Ser Tr I Axs Green Alpha (NXTE)
Ishares Tr National Mun Etf (MUB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Pure Storage Cl A (PSTG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Russell 3000 Etf (IWV)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Moss Adams Wealth Advisors

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