GeoWealth Management »

iShares Russell 3000 Index shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by GeoWealth Management 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.1M 6.2k 334.25
2024-09-30 $1.5M 4.7k 326.73
2024-06-30 $1.5M 4.7k 308.67
2024-03-31 $1.4B 4.7k 300079.91

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Northern Trust
Morgan Stanley
Bank of America Corporation
BlackRock
Goldman Sachs Group
Jpmorgan Chase & Co
UNC Management Company
Pitcairn Company
LPL Financial
Ameriprise Financial
UBS Group
Bnp Paribas Arbitrage, Snc
Evensky & Katz
Colony

View all funds holding iShares Russell 3000 Index