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iShares Russell 3000 Index shares owned by Bordeaux Wealth Advisors

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

Historical chart of Bordeaux Wealth 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 Bordeaux Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Index by Bordeaux Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $241k 737 326.55
2024-06-30 $227k 737 308.50
2024-03-31 $221k 737 299.91
2021-12-31 $437k 1.6k 277.46

More positions owned by Bordeaux Wealth Advisors

NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Etf (IWB)
Boeing Company (BA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Health Car Etf (VHT)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard World Financials Etf (VFH)
Vanguard World Inf Tech Etf (VGT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Bordeaux Wealth 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