Nestegg Advisors »

iShares Russell 3000 Index shares owned by Nestegg Advisors

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

Historical chart of Nestegg 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 Nestegg 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 Nestegg Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $946k 2.5k 378.94
2025-06-30 $877k 2.5k 351.00
2025-03-31 $837k 2.6k 317.64
2024-12-31 $904k 2.6k 343.06

More positions owned by Nestegg Advisors

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds Dec 2030 (IBDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Ishares Tr Ibonds Dec 2030 (IBMS)
Invesco Exchange Traded Fd T Divid Achievev (PFM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Nestegg 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