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iShares Russell 3000 Index shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $194k 645 300.08
2023-12-31 $205k 748 273.74

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

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
Pnc Financial Services
Colony
TLWM
Pegasus Partners
Family Firm
William Blair $ Company

View all funds holding iShares Russell 3000 Index