Bernardo Wealth Planning »

iShares Russell 3000 Index shares owned by Bernardo Wealth Planning

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

Historical chart of Bernardo Wealth Planning investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by Bernardo Wealth Planning 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 Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 3.4k 331.38
2024-09-30 $1.1M 3.4k 332.16

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Ishs 1-5yr Invs (IGSB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for Bernardo Wealth Planning

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Northern Trust
Bank of America Corporation
Family Firm
BlackRock
Goldman Sachs Group
UNC Management Company
Pitcairn Company
LPL Financial
Jpmorgan Chase & Co
Ameriprise Financial
UBS Group
Evensky & Katz
Colony
_Sentinel Trust Company, LBA______________

View all funds holding iShares Russell 3000 Index