J. Derek Lewis & Associates »

iShares Russell 3000 Index shares owned by J. Derek Lewis & Associates

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by J. Derek Lewis & Associates from 13F filings

Historical chart of J. Derek Lewis & Associates investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by J. Derek Lewis & Associates 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 J. Derek Lewis & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $311k 804 386.85

More positions owned by J. Derek Lewis & Associates

Capital Group Core Balanced SHS (CGBL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Dividend Growe Shs Etf (CGDG)
Apple (AAPL)
Tesla Motors (TSLA)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Capital Group Conservative E SHS (CGCV)
Microsoft Corporation (MSFT)

View all positions for J. Derek Lewis & Associates

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Rhumbline Advisers
Goldman Sachs Group
BlackRock
Northern Trust
UNC Management Company
Jpmorgan Chase & Co
LPL Financial
Ameriprise Financial
FMR
UBS Group
Colony
Bank of New York Mellon
Pnc Financial Services
Evensky & Katz

View all funds holding iShares Russell 3000 Index