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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
2024-03-31 $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

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
Pacer Fds Tr Globl Cash Etf (GCOW)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Lattice Strategies Tr Hartford Us Eqty (ROUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Fermata Advisors

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