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iShares Russell 3000 Index shares owned by Acumen Wealth Advisors

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

Historical chart of Acumen 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 Acumen 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 Acumen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $159k 372 426.40
2026-03-31 $290k 781 370.68

More positions owned by Acumen Wealth Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis All Int (AVNM)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Fidelity Covington Trust Fun Sma Mid Etf (FFSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Amazon (AMZN)
Ishares Core Msci Emkt (IEMG)
Micron Technology (MU)

View all positions for Acumen Wealth Advisors

Top funds holding iShares Russell 3000 Index

Goldman Sachs Group
SCS Capital Management
American Family Investments
Morgan Stanley
BlackRock
Northern Trust
Bank of America Corporation
UNC Management Company
Pitcairn Wealth Advisors
Jpmorgan Chase & Co
LPL Financial
Colony
Ameriprise Financial
Pnc Financial Services
Evensky & Katz

View all funds holding iShares Russell 3000 Index