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iShares Russell 3000 Index shares owned by Mission Wealth Management

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

Historical chart of Mission 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 Mission 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.1M 17k 300.08
2023-12-31 $4.6M 17k 273.75
2023-09-30 $4.1M 17k 245.06
2023-06-30 $4.3M 17k 254.48
2023-03-31 $4.0M 17k 235.41
2022-12-31 $2.3M 11k 220.67
2022-09-30 $2.1M 10k 207.06
2022-06-30 $2.2M 10k 217.44
2022-03-31 $2.6M 10k 262.41
2021-12-31 $2.8M 10k 277.47
2021-09-30 $2.5M 10k 254.80
2021-06-30 $2.6M 10k 255.88
2021-03-31 $2.4M 10k 237.18
2020-12-31 $2.2M 10k 223.54
2020-09-30 $2.0M 10k 195.73
2020-06-30 $1.9M 10k 180.10
2020-03-31 $1.5M 10k 148.37
2019-12-31 $1.9M 10k 188.46
2019-09-30 $1.7M 9.5k 173.77
2019-06-30 $1.7M 9.6k 172.35
2019-03-31 $1.5M 9.3k 166.74
2018-12-31 $1.4M 9.3k 146.90
2018-09-30 $1.6M 9.2k 172.29
2018-06-30 $1.5M 9.3k 162.24
2018-03-31 $1.3M 8.6k 156.30
2017-12-31 $1.4M 8.6k 158.16
2017-09-30 $1.4M 9.6k 149.28
2017-06-30 $1.4M 9.6k 144.06
2017-03-31 $1.3M 9.6k 139.89
2016-12-31 $1.3M 9.6k 132.94
2016-09-30 $1.2M 9.6k 128.17
2016-06-30 $2.3M 19k 124.02
2016-03-31 $2.1M 17k 120.87
2015-12-31 $2.1M 17k 120.34
2015-09-30 $2.1M 18k 113.86
2015-06-30 $1.3M 10k 123.83

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Mission Wealth Management

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Bank of New York Mellon
Pitcairn Company
UBS Group
Evensky & Katz
HighTower Advisors
Colony
TLWM
Pnc Financial Services
Pegasus Partners
Wells Fargo & Company
William Blair $ Company

View all funds holding iShares Russell 3000 Index