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iShares Russell 3000 Index shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.0M 3.1k 334.25
2024-09-30 $1.0M 3.1k 326.73
2024-06-30 $969k 3.1k 308.67

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Tidal Etf Tr Sofi Enhanced Yl (THTA)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Faln Angls Usd (FALN)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Short Treas Bd (SHV)

View all positions for Optivise Advisory Services

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Northern Trust
Morgan Stanley
Bank of America Corporation
BlackRock
Goldman Sachs Group
Jpmorgan Chase & Co
UNC Management Company
Pitcairn Company
LPL Financial
Ameriprise Financial
UBS Group
Bnp Paribas Arbitrage, Snc
Evensky & Katz
Colony

View all funds holding iShares Russell 3000 Index