Bel Air Investment Advisors »

iShares Russell 3000 Index shares owned by Bel Air Investment Advisors

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

Historical chart of Bel Air Investment 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 Bel Air Investment Advisors 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 Bel Air Investment Advisors

Quarter filed Position value Share count Share price at filing
2021-06-30 $7.7M 30k 255.90
2021-03-31 $7.1M 30k 237.22

More positions owned by Bel Air Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Moody's Corporation (MCO)
Mastercard Incorporated Cl A (MA)
Apple (AAPL)
UnitedHealth (UNH)
Johnson & Johnson (JNJ)
Msci (MSCI)
Sherwin-Williams Company (SHW)
Pepsi (PEP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
AutoZone (AZO)
Nike CL B (NKE)
Lowe's Companies (LOW)

View all positions for Bel Air Investment Advisors

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Morgan Stanley
Northern Trust
BlackRock
Bank of America Corporation
Family Firm
International Assets Investment Management
BlackRock
Goldman Sachs Group
UNC Management Company
Pitcairn Company
LPL Financial
Jpmorgan Chase & Co
Evensky & Katz
Colony

View all funds holding iShares Russell 3000 Index