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iShares Russell 3000 Index shares owned by Benchmark Financial

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Benchmark Financial from 13F filings

Historical chart of Benchmark Financial investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by Benchmark Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $263k 680 386.60

More positions owned by Benchmark Financial

Spdr Series Trust State Street Spd (SPYG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SJNK)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPMD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Income Etf (JPIE)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Rba Indl Etf (AIRR)

View all positions for Benchmark Financial

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
FMR
UBS Group
Bank of New York Mellon
Evensky & Katz
Pnc Financial Services
Colony
Pitcairn Company

View all funds holding iShares Russell 3000 Index