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iShares Russell 3000 Index shares owned by Aegis Wealth Management

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

Historical chart of Aegis Wealth 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 Aegis Wealth 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 Aegis Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $853k 2.0k 426.40
2025-03-31 $874k 2.8k 317.64

More positions owned by Aegis Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Trust Ishare 0-1 (SHV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Aegis Wealth Management

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