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iShares Russell 3000 Index shares owned by Peak Retirement Planning

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Peak Retirement Planning from 13F filings

Historical chart of Peak Retirement Planning investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by Peak Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 524 386.88

More positions owned by Peak Retirement Planning

iShares 0-3 Month Treasury Bond ETF Exchange Traded Fund (SGOV)
Invesco QQQ Trust, Series 1 Exchange Traded Fund (QQQ)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)
SPDR Gold MiniShares Trust Exchange Traded Fund (GLDM)
Vanguard Growth ETF Exchange Traded Fund (VUG)
State Street Communication Services Select Sector SPDR ETF Exchange Traded Fund (XLC)
State Street Energy Select Sector SPDR ETF Exchange Traded Fund (XLE)
State Street Materials Select Sector SPDR ETF Exchange Traded Fund (XLB)
State Street Real Estate Select Sector SPDR ETF Exchange Traded Fund (XLRE)
State Street Consumer Staples Select Sector SPDR ETF Exchange Traded Fund (XLP)
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)
Vanguard Small-Cap Value ETF Exchange Traded Fund (VBR)
NVIDIA Corporation - Common Stock (NVDA)
Vanguard Value ETF Exchange Traded Fund (VTV)

View all positions for Peak Retirement Planning

Top funds holding iShares Russell 3000 Index

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

View all funds holding iShares Russell 3000 Index