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iShares Russell 3000 Index shares owned by Fermata Advisors

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Fermata Advisors from 13F filings

Historical chart of Fermata Advisors investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by Fermata Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $268k 821 326.59
2024-06-30 $283k 918 308.63
2024-03-31 $282k 939 300.04
2023-12-31 $228k 833 273.90
2023-09-30 $213k 869 245.53
2022-09-30 $384k 1.9k 207.23

More positions owned by Fermata Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard World Extended Dur (EDV)

View all positions for Fermata Advisors

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Morgan Stanley
Northern Trust
BlackRock
Bank of America Corporation
Family Firm
International Assets Investment Management
BlackRock
Goldman Sachs Group
UNC Management Company
Pitcairn Company
LPL Financial
Jpmorgan Chase & Co
Evensky & Katz
Colony

View all funds holding iShares Russell 3000 Index