Family Asset Management »

iShares Russell 3000 Index shares owned by Family Asset Management

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

Historical chart of Family Asset 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 Family Asset Management 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 Family Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 9.3k 273.74
2023-09-30 $2.4M 9.6k 245.06
2023-06-30 $2.6M 10k 254.48
2023-03-31 $2.4M 10k 235.42
2022-12-31 $2.5M 11k 220.68

More positions owned by Family Asset Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Mbs Etf (MBB)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Family Asset Management

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
UBS Group
Evensky & Katz
HighTower Advisors
Colony
TLWM
Pnc Financial Services
Pegasus Partners
Wells Fargo & Company
William Blair $ Company

View all funds holding iShares Russell 3000 Index