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iShares Russell 3000 Index shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 9.2k 326.73
2024-06-30 $2.9M 9.3k 308.67
2024-03-31 $2.8M 9.3k 300.08
2023-09-30 $2.5M 10k 245.06

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Select Sector Spdr Tr Financial (XLF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lakeshore Financial Planning

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Morgan Stanley
BlackRock
Bank of America Corporation
Family Firm
International Assets Investment Management
Goldman Sachs Group
Bank of New York Mellon
Colony
UNC Management Company
Jpmorgan Chase & Co
LPL Financial
Evensky & Katz
Pnc Financial Services
_Sentinel Trust Company, LBA______________

View all funds holding iShares Russell 3000 Index