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iShares Russell 3000 Index shares owned by McCarley & Cook Financial Planners

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by McCarley & Cook Financial Planners from 13F filings

Historical chart of McCarley & Cook Financial Planners investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by McCarley & Cook Financial Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Index by McCarley & Cook Financial Planners

Quarter filed Position value Share count Share price at filing
2026-09-30 $201k 465 431.66