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iShares Russell 3000 Index shares owned by Bakala Capital Management

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

Historical chart of Bakala Capital 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 Bakala Capital 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 Bakala Capital Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.0M 6.0k 334.25
2023-12-31 $2.0M 7.4k 273.75

More positions owned by Bakala Capital Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Bakala Capital Management

Top funds holding iShares Russell 3000 Index

SCS Capital Management
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FMR
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Evensky & Katz
Pnc Financial Services
Colony

View all funds holding iShares Russell 3000 Index