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iShares Russell 3000 Index shares owned by Fiduciary Planning

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

Historical chart of Fiduciary Planning 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 Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Index by Fiduciary Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $285k 871 326.73
2024-06-30 $269k 871 308.67

More positions owned by Fiduciary Planning

Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Hartford Fds Exchange Traded Aaa Clo Etf (HSRT)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Select Sector Spdr Tr Technology (XLK)
Tidal Tr Ii Clockwise Core E (TIME)
Ishares Tr S&p 100 Etf (OEF)
Vaneck Etf Trust Semiconductr Etf (SMH)
Fidelity Covington Trust Fundamental Larg (FFLC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Insrnce Etf (IAK)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

View all positions for Fiduciary Planning

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