Epstein & White Financial »

iShares Russell 3000 Index shares owned by Epstein & White Financial

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

Historical chart of Epstein & White 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 Epstein & White Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Index by Epstein & White Financial

Quarter filed Position value Share count Share price at filing
2021-06-30 $16M 63k 255.82
2021-03-31 $16M 65k 237.15
2020-12-31 $15M 69k 223.49
2020-09-30 $15M 75k 195.78
2020-06-30 $15M 84k 180.18
2020-03-31 $13M 85k 148.34

More positions owned by Epstein & White Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Core Msci Emkt (IEMG)

View all positions for Epstein & White Financial

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Bank of New York Mellon
Pitcairn Company
Fft Wealth Management
UBS Group
Evensky & Katz
HighTower Advisors
Lgl Partners
Colony
TLWM
Pnc Financial Services
Pegasus Partners

View all funds holding iShares Russell 3000 Index