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iShares Russell 3000 Index shares owned by Canopy Partners

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

Historical chart of Canopy Partners investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by Canopy Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $228k 682 334.25
2024-09-30 $223k 682 326.73
2024-06-30 $211k 682 308.67
2024-03-31 $205k 682 300.08

More positions owned by Canopy Partners

Apple Common Stock (AAPL)
Vanguard Total Stock Market ETF Etf (VTI)
Microsoft Common Stock (MSFT)
Spdr S&p 500 Etf Etf (SPY)
SPDR S&P Midcap 400 ETF Etf (MDY)
iShares Core MSCI EAFE ETF Etf (IEFA)
Amazon.Com Common Stock (AMZN)
Alphabet Inc. Class A Common Stock (GOOGL)
Dimensional US Core Equity Markt ETF Etf (DFAU)
Nvidia Corp Common Stock (NVDA)
iShares Russell Mid Cap ETF Etf (IWR)
Kroger Common Stock (KR)
Meta Platforms Inc Class A Common Stock (META)
iShares Core MSCI Emerging ETF Etf (IEMG)
Dimensional ETF Etf (DFAX)

View all positions for Canopy Partners

Top funds holding iShares Russell 3000 Index

SCS Capital Management
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BlackRock
Goldman Sachs Group
Jpmorgan Chase & Co
UNC Management Company
Pitcairn Company
LPL Financial
Ameriprise Financial
UBS Group
Bnp Paribas Arbitrage, Snc
Evensky & Katz
Colony

View all funds holding iShares Russell 3000 Index