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iShares Russell 3000 Index shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance 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 Capital Performance 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 Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $217k 573 378.94
2025-06-30 $201k 573 351.00
2024-09-30 $187k 573 326.73

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Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
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View all positions for Capital Performance Advisors

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Goldman Sachs Group
BlackRock
Morgan Stanley
Northern Trust
UNC Management Company
Jpmorgan Chase & Co
LPL Financial
Ameriprise Financial
UBS Group
FMR
Bank of New York Mellon
Evensky & Katz
Pnc Financial Services
Colony

View all funds holding iShares Russell 3000 Index