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iShares Russell 3000 Index shares owned by Chicago Partners Investment

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

Historical chart of Chicago Partners Investment investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.6M 14k 389.90
2025-06-30 $6.1M 17k 360.77
2025-03-31 $5.4M 17k 318.89
2024-12-31 $5.6M 17k 336.68
2024-09-30 $5.6M 17k 329.05
2024-06-30 $5.2M 17k 310.08
2024-03-31 $4.9M 17k 289.11
2023-12-31 $4.6M 17k 277.94
2023-09-30 $4.4M 18k 239.79
2023-06-30 $5.3M 20k 259.10
2023-03-31 $5.0M 21k 236.57
2022-12-31 $4.6M 19k 240.81
2022-09-30 $4.3M 20k 219.87
2022-06-30 $4.6M 19k 238.01
2022-03-31 $4.5M 20k 226.13
2021-12-31 $5.2M 20k 255.51
2021-09-30 $6.6M 24k 275.34
2021-06-30 $7.2M 28k 261.71
2021-03-31 $6.9M 28k 250.44
2020-12-31 $6.4M 28k 230.65
2020-09-30 $5.6M 28k 197.55
2020-06-30 $5.5M 29k 188.76
2020-03-31 $4.8M 29k 164.74
2019-12-31 $4.8M 25k 193.86
2019-09-30 $4.7M 27k 175.88
2018-12-31 $11M 75k 152.83
2018-09-30 $13M 84k 155.47
2018-06-30 $14M 86k 162.29
2018-03-31 $13M 85k 156.34
2017-12-31 $14M 85k 158.17
2017-09-30 $13M 85k 149.28
2017-06-30 $25M 176k 144.02
2015-03-31 $234k 1.9k 122.13
2014-12-31 $7.4M 60k 122.29

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Equity Market (DFUS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Enterprise Products Partners (EPD)
Ishares Tr Core S&p Mcp Etf (IJH)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Chicago Partners Investment

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