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iShares Russell 3000 Index shares owned by Capital Squared Financial

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

Historical chart of Capital Squared 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 Capital Squared 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 Capital Squared Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $328k 883 370.88
2025-12-31 $341k 882 386.72
2025-09-30 $344k 907 379.05
2025-06-30 $334k 952 351.00

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Schwab Strategic Tr Us Lcap Va Etf (SCHV)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
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NVIDIA Corporation (NVDA)
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Vanguard Index Fds Value Etf (VTV)

View all positions for Capital Squared Financial

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Rhumbline Advisers
Goldman Sachs Group
BlackRock
Northern Trust
UNC Management Company
LPL Financial
Ameriprise Financial
FMR
UBS Group
Colony
Bank of New York Mellon
Pnc Financial Services
Evensky & Katz
HighTower Advisors

View all funds holding iShares Russell 3000 Index