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iShares Russell 3000 Index shares owned by Mueller Wealth

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

Historical chart of Mueller Wealth investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by Mueller Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.6M 20k 386.84

More positions owned by Mueller Wealth

Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPAB)
Spdr Series Trust State Street Spd (SPTM)
Wisdomtree Tr Floatng Rat Trea (USFR)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core Msci Intl (IDEV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Bank First National Corporation (BFC)
Nuveen Multi-Strategy Income & Growth (JPC)
DNP Select Income Fund (DNP)
BlackRock Credit All Inc Trust IV (BTZ)

View all positions for Mueller Wealth

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Goldman Sachs Group
BlackRock
Northern Trust
UNC Management Company
Jpmorgan Chase & Co
LPL Financial
Ameriprise Financial
FMR
UBS Group
Bank of New York Mellon
Pnc Financial Services
Evensky & Katz
Colony
Pitcairn Company

View all funds holding iShares Russell 3000 Index