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iShares Russell 3000 Index shares owned by AGH Wealth Advisors

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

Historical chart of AGH 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 AGH 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 AGH Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $912k 2.4k 378.94
2025-06-30 $875k 2.5k 351.00
2025-03-31 $792k 2.5k 317.64
2024-12-31 $834k 2.5k 334.25

More positions owned by AGH Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Amazon (AMZN)
Broadcom (AVGO)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for AGH Wealth Advisors

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Goldman Sachs Group
BlackRock
Northern Trust
UNC Management Company
Jpmorgan Chase & Co
LPL Financial
Ameriprise Financial
UBS Group
FMR
Bank of New York Mellon
Evensky & Katz
Pnc Financial Services
Colony
Pitcairn Company

View all funds holding iShares Russell 3000 Index