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iShares Russell 3000 Index shares owned by Aletheian Wealth Advisors

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

Historical chart of Aletheian 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 Aletheian 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 Aletheian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 484 426.40

More positions owned by Aletheian Wealth Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr Core Intl Aggr (IAGG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Str Conv Etf (CWB)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Aletheian Wealth Advisors

Top funds holding iShares Russell 3000 Index

SCS Capital Management
BlackRock
Goldman Sachs Group
Morgan Stanley
Northern Trust
Gallagher Fiduciary Advisors
Bank of America Corporation
American Family Investments
UNC Management Company
Pitcairn Wealth Advisors
LPL Financial
Ameriprise Financial
FMR
Colony
Evensky & Katz

View all funds holding iShares Russell 3000 Index