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iShares Russell 3000 Index shares owned by M3 Advisory Group

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by M3 Advisory Group from 13F filings

Historical chart of M3 Advisory Group investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by M3 Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Index by M3 Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $280k 740 378.82
2025-06-30 $259k 738 350.96

More positions owned by M3 Advisory Group

Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Select Sector Spdr Tr Energy (XLE)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Financial (XLF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for M3 Advisory Group

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