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iShares Russell 3000 Index shares owned by Independence Advisors

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

Historical chart of Independence 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 Independence Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Index by Independence Advisors

Quarter filed Position value Share count Share price at filing
2020-09-30 $17k 86 197.67
2020-06-30 $15k 86 174.42
2020-03-31 $13k 86 151.16
2019-12-31 $16k 86 186.05

More positions owned by Independence Advisors

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Independence Advisors

Top funds holding iShares Russell 3000 Index

SCS Capital Management
BlackRock
Bank of America Corporation
Goldman Sachs Group
Bank of New York Mellon
Jpmorgan Chase & Co
Pitcairn Company
UBS Group
LPL Financial
Evensky & Katz
HighTower Advisors
Pnc Financial Services
Colony
TLWM
Pegasus Partners

View all funds holding iShares Russell 3000 Index