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iShares Russell 3000 Index shares owned by Planning Capital Management Corp

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

Historical chart of Planning Capital Management Corp investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by Planning Capital Management Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $956k 3.2k 300.07
2023-12-31 $902k 3.3k 273.74

More positions owned by Planning Capital Management Corp

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Merck & Co (MRK)
Lockheed Martin Corporation (LMT)
Johnson & Johnson (JNJ)
Wal-Mart Stores (WMT)
Verizon Communications (VZ)
Southern Company (SO)
Coca-Cola Company (KO)
McDonald's Corporation (MCD)
Kimberly-Clark Corporation (KMB)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Procter & Gamble Company (PG)
DTE Energy Company (DTE)
Kellogg Company (K)

View all positions for Planning Capital Management Corp

Top funds holding iShares Russell 3000 Index

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Pegasus Partners
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View all funds holding iShares Russell 3000 Index