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iShares Russell 3000 Index shares owned by RFG - Bristol Wealth Advisors

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

Historical chart of RFG - Bristol Wealth Advisors investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by RFG - Bristol Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Index by RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 3.9k 386.83
2025-09-30 $1.5M 3.9k 378.89
2025-06-30 $1.4M 3.9k 351.01
2025-03-31 $1.2M 3.6k 317.67
2024-12-31 $888k 2.7k 334.29

More positions owned by RFG - Bristol Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Pgim Etf Tr Total Return Bon (PTRB)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust State Street Spd (VLU)
Ssga Active Etf Tr State Street Mul (RLY)
Principal Exchange Traded Prin U S Small (PSC)
Coca-Cola Company (KO)
Apple (AAPL)
Fidelity Covington Trust Fundamental Larg (FFLC)
Caterpillar (CAT)

View all positions for RFG - Bristol Wealth Advisors

Top funds holding iShares Russell 3000 Index

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

View all funds holding iShares Russell 3000 Index