Klingenstein Fields & Co »

iShares Russell 3000 Index shares owned by Klingenstein Fields & Co

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Klingenstein Fields & Co from 13F filings

Historical chart of Klingenstein Fields & Co investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by Klingenstein Fields & Co 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 Klingenstein Fields & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.6M 15k 378.95

More positions owned by Klingenstein Fields & Co

Broadcom Common (AVGO)
Microsoft Corp Common (MSFT)
Alphabet Class A (GOOGL)
Berkshire Hathaway Class B (BRK.B)
Apple Common (AAPL)
Palo Alto Networks Common (PANW)
Amazon Common (AMZN)
Nvidia Corp Common (NVDA)
Lilly Eli & Co Common (LLY)
Walt Disney Company (DIS)
Goldman Sachs Group Common (GS)
Union Pac Corp Common (UNP)
Jpmorgan Chase & Co Common (JPM)
Pepsico Common (PEP)
Spdr S&p 500 Etf Tr Units Ser 1 S&p (SPY)

View all positions for Klingenstein Fields & Co

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