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iShares Russell 3000 Index shares owned by Poinciana Advisors Group

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

Historical chart of Poinciana Advisors Group investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by Poinciana Advisors Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $601k 1.6k 378.94
2025-06-30 $562k 1.6k 351.00
2025-03-31 $509k 1.6k 317.64
2024-12-31 $535k 1.6k 334.25

More positions owned by Poinciana Advisors Group

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust World Ex Us Core (DFAX)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Poinciana Advisors Group

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