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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
2025-09-30 $334k 880 379.10
2025-06-30 $308k 878 351.08
2025-03-31 $278k 876 317.61
2024-12-31 $292k 874 334.11
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 (TRPA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr Technology (XLK)
Fidelity Covington Trust Fundamental Larg (FFLC)
Ishares Tr S&p 100 Etf (OEF)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Ishares Tr U.s. Insrnce Etf (IAK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
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
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