Naples Global Advisors »

iShares Russell 3000 Index shares owned by Naples Global Advisors

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Naples Global Advisors from 13F filings

Historical chart of Naples Global Advisors investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Index by Naples Global Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 3.3k 378.94
2025-06-30 $1.2M 3.3k 351.00
2025-03-31 $559k 1.8k 317.64

More positions owned by Naples Global Advisors

Apple (AAPL)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Large Cap Etf (VV)
Corning Incorporated (GLW)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Oracle Corporation (ORCL)
Home Depot (HD)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)

View all positions for Naples Global Advisors

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