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iShares Russell 3000 Index shares owned by Lauterbach Financial Advisors

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

Historical chart of Lauterbach Financial 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 Lauterbach Financial 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 Lauterbach Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $358k 1.1k 326.72
2024-06-30 $332k 1.1k 303.57
2024-03-31 $329k 1.1k 299.98
2023-12-31 $300k 1.1k 273.86

More positions owned by Lauterbach Financial Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ea Series Trust Ea Bridgeway Omn (BSVO)
JPMorgan Chase & Co. (JPM)
Dimensional Etf Trust Us Equity Market (DFUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Lauterbach Financial Advisors

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Morgan Stanley
Northern Trust
BlackRock
Bank of America Corporation
Family Firm
International Assets Investment Management
BlackRock
Goldman Sachs Group
UNC Management Company
Pitcairn Company
LPL Financial
Jpmorgan Chase & Co
Evensky & Katz
Colony

View all funds holding iShares Russell 3000 Index