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iShares Russell 3000 Index shares owned by Lighthouse Financial Advisors

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

Historical chart of Lighthouse 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 Lighthouse 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 Lighthouse Financial Advisors

Quarter filed Position value Share count Share price at filing
2021-03-31 $252k 1.1k 237.06
2020-12-31 $237k 1.1k 222.95
2020-09-30 $230k 1.2k 195.25
2020-06-30 $211k 1.2k 179.73
2019-12-31 $258k 1.4k 187.91

More positions owned by Lighthouse Financial Advisors

Schwab US Large-Cap ETF Us Lrg Cap Etf (SCHX)
Schwab US Mid-Cap ETF Us Mid-cap Etf (SCHM)
Invesco QQQ Trust Unit Ser 1 (QQQ)
Sherwin-Williams Company (SHW)
ARK Innovation ETF Innovation Etf (ARKK)
Schwab International Equity ETF Intl Eqty Etf (SCHF)
iShares Russell Mid-Cap Growth ETF Rus Md Cp Gr Etf (IWP)
Schwab US Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)
Schwab US Small-Cap ETF Us Sml Cap Etf (SCHA)
SPDR Portfolio S&P 500 Value ETF Prtflo S&p500 Vl (SPYV)
Illinois Tool Works (ITW)
Shopify Cl A (SHOP)
Nucor Corporation (NUE)
Amazon (AMZN)
SPDR DoubleLine Total Return Tact ETF Spdr Tr Tactic (TOTL)

View all positions for Lighthouse Financial Advisors

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Northern Trust
Bank of America Corporation
Family Firm
BlackRock
Goldman Sachs Group
UNC Management Company
Pitcairn Company
LPL Financial
Jpmorgan Chase & Co
Ameriprise Financial
UBS Group
Evensky & Katz
Colony
_Sentinel Trust Company, LBA______________

View all funds holding iShares Russell 3000 Index