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iShares Russell 3000 Index shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Index by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $33k 100 326.73
2024-06-30 $31k 100 308.67
2024-03-31 $30k 100 300.08
2023-12-31 $55k 200 273.74
2023-09-30 $49k 200 245.06

More positions owned by GoalVest Advisory

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Small-cap Etf Etf (VB)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Nyse Technology Etf Etf (XNTK)
Ishares Select Dividend Etf Etf (DVY)
Microsoft Corp Stock (MSFT)
Alpha Architect 1-3 Month Box Etf Etf (BOXX)
Tesla Stock (TSLA)
Palantir Technologies Inc Cl A Stock (PLTR)
Nvidia Corporation Stock (NVDA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for GoalVest Advisory

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