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iShares Russell 3000 Index shares owned by Copia Wealth Management

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

Historical chart of Copia Wealth Management investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $44k 117 378.94
2025-06-30 $67k 192 351.00
2025-03-31 $61k 192 317.64
2024-12-31 $64k 192 334.25

More positions owned by Copia Wealth Management

Strive Enhanced Income Short Maturity Etf Etf (BUXX)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Us Treasury 3 Month Bill Etf Etf (TBIL)
Spdr Gold Shares Etf (GLD)
Us Treasury 6 Month Bill Etf Etf (XBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Russell 2000 Etf Etf (VTWO)
Eldridge Aaa Clo Etf Etf (CLOX)
Simplify Health Care Etf Etf (PINK)
Pacer Us Small Cap Cash Cows Etf Etf (CALF)

View all positions for Copia Wealth Management

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