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iShares Russell 3000 Index shares owned by Rebalance

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

Historical chart of Rebalance investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by Rebalance

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.6M 19k 300.08
2023-12-31 $5.5M 20k 273.73
2023-09-30 $5.2M 21k 245.06
2023-06-30 $5.4M 21k 254.48
2023-03-31 $5.0M 21k 235.41
2022-12-31 $4.6M 21k 220.67

More positions owned by Rebalance

Schwab U.s. Broad Market Etf Etf (SCHB)
Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares Tips Bond Etf Etf (TIP)
Ishares Preferred & Income Securities Etf Etf (PFF)
Vanguard Total Bond Market Etf Etf (BND)

View all positions for Rebalance

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Bank of New York Mellon
Pitcairn Company
UBS Group
Evensky & Katz
HighTower Advisors
Colony
TLWM
Pnc Financial Services
Pegasus Partners
Wells Fargo & Company
William Blair $ Company

View all funds holding iShares Russell 3000 Index