Grey Fox Wealth Advisors »

iShares Russell 3000 Index shares owned by Grey Fox Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Grey Fox Wealth Advisors from 13F filings

Historical chart of Grey Fox Wealth Advisors investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by Grey Fox Wealth Advisors 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 Grey Fox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $499k 1.3k 378.94
2025-06-30 $463k 1.3k 351.00
2025-03-31 $419k 1.3k 317.64
2024-12-31 $280k 838 334.25
2024-09-30 $274k 838 326.73

More positions owned by Grey Fox Wealth Advisors

Vanguard Value ETF Etf (VTV)
Vanguard Growth ETF Etf (VUG)
Vanguard FTSE Developed Markets ETF Etf (VEA)
iShares Core US Aggregate Bond ETF Etf (AGG)
Vanguard Small Cap Value ETF Etf (VBR)
Vanguard Mid Cap ETF IV Etf (VO)
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)
Vanguard Intermediate Term Bond ETF Etf (BIV)
Vanguard Short Term Cor BD ETF IV Etf (VCSH)
SPDR Index Shares Emerg Markt ETF IV Etf (SPEM)
Vanguard Real Estate ETF Etf (VNQ)
Apple Common Stock (AAPL)
iShares Broad Usd HG YLD CRP BND ETF Etf (USHY)
Nvidia Corp Common Stock (NVDA)
Jpmorgan Smartretirement Blend 2045 R6 Mutual Fund (JMYAX)

View all positions for Grey Fox Wealth Advisors

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