Homrich Berg »

iShares Russell 3000 Index shares owned by Homrich Berg

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

Historical chart of Homrich Berg investment in iShares Russell 3000 Index

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

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Quarterly reported holdings in iShares Russell 3000 Index by Homrich Berg

Quarter filed Position value Share count Share price at filing
2021-09-30 $1.2M 4.7k 254.80
2021-06-30 $1.1M 4.4k 256.00
2021-03-31 $891k 3.8k 237.28
2020-12-31 $787k 3.5k 223.58

More positions owned by Homrich Berg

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Home Depot (HD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)

View all positions for Homrich Berg

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