Fiduciary Alliance »

iShares Russell 3000 Index shares owned by Fiduciary Alliance

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

Historical chart of Fiduciary Alliance investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by Fiduciary Alliance 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 Fiduciary Alliance

Quarter filed Position value Share count Share price at filing
2025-09-30 $644k 1.7k 378.96
2025-06-30 $597k 1.7k 350.91
2023-06-30 $71k 278 254.14
2022-12-31 $61k 276 221.05

More positions owned by Fiduciary Alliance

Apple Stock (AAPL)
Microsoft Stock (MSFT)
Spdr S&p 500 Etf Trust Etf (SPY)
JPMorgan Chase Stock (JPM)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Berkshire Hathaway CL B Stock (BRK.B)
Alibaba Group Hldg Adr (BABA)
Ishares Bitcoin Trust Etf Etf (IBIT)
Schwab U.S. Large-Cap Growth Etf (SCHG)
Palantir Technologies Inc Cl A Stock (PLTR)
SPDR S&P World ex-US Etf (SPDW)
Alphabet CL A Stock (GOOGL)
Cooper Std Hldgs Stock (CPS)
Home Depot Stock (HD)

View all positions for Fiduciary Alliance

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