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iShares Russell 3000 Index shares owned by Strategic Equity Management

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

Historical chart of Strategic Equity Management investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by Strategic Equity Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.4M 25k 300.08
2023-12-31 $4.0M 15k 273.74
2023-09-30 $37M 151k 245.06
2023-06-30 $32M 127k 254.48
2023-03-31 $30M 126k 235.41
2022-12-31 $27M 123k 220.68
2022-09-30 $27M 130k 207.04
2022-06-30 $8.6M 39k 217.39

More positions owned by Strategic Equity Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus Top 200 Etf (IWL)
Blackrock Etf Trust Ii Flexible Income (BINC)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Timothy Plan Hig Dv Stk Etf (TPHD)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pacer Fds Tr Pacer Us Small (CALF)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Strategic Equity Management

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