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iShares Russell 3000 Index shares owned by LJI Wealth Management

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by LJI Wealth Management from 13F filings

Historical chart of LJI Wealth Management investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by LJI Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Index by LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $238k 729 326.80
2024-06-30 $225k 729 308.73
2024-03-31 $219k 729 300.14

More positions owned by LJI Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Apple Put Option (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Mid Cap Etf (IWR)
Amplify Etf Tr High Income (YYY)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)

View all positions for LJI Wealth Management

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