Atlantic Private Wealth »

iShares Russell 3000 Index shares owned by Atlantic Private Wealth

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

Historical chart of Atlantic Private Wealth investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by Atlantic Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Index by Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $38k 138 273.41
2023-09-30 $34k 137 244.58
2023-06-30 $35k 137 253.99
2023-03-31 $32k 136 236.07

More positions owned by Atlantic Private Wealth

Spdr S&p500 Etf Etf (SPY)
Vanguard Idx Fund Etf (VTI)
Vanguard Total Etf (VXUS)
Vanguard Extended Etf (VXF)
Vanguard World Etf (ESGV)
iShares TR Ibonds 24 Etf (IBTE)
Select Sector SPDR Etf (XLE)
iShares TR Esg Awr Etf (EAGG)
Ishares Ibonds Dec 2025 Term T (IBTF)
iShares TR Esg SCRND Etf (XVV)
iShares Trust Esg Etf (DMXF)
iShares TR 0-3 MNTH Etf (SGOV)
iShares S&P 500 Etf (IVV)
Vanguard Intl Equity Etf (VEU)
Ishares Ibonds Dec 2029 Term T (IBTJ)

View all positions for Atlantic Private Wealth

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
UBS Group
Evensky & Katz
HighTower Advisors
Colony
TLWM
Pnc Financial Services
Pegasus Partners
Wells Fargo & Company
William Blair $ Company

View all funds holding iShares Russell 3000 Index