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iShares Russell 3000 Index shares owned by Ridgewood Investments

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

Historical chart of Ridgewood Investments investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by Ridgewood Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $244k 658 370.68

More positions owned by Ridgewood Investments

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Trust Ishare 0-1 (SHV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (FLRN)
Markel Corporation (MKL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Meta Platforms Cl A (META)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Bristol Myers Squibb (BMY)

View all positions for Ridgewood Investments

Top funds holding iShares Russell 3000 Index

SCS Capital Management
BlackRock
Goldman Sachs Group
Morgan Stanley
Northern Trust
Gallagher Fiduciary Advisors
Bank of America Corporation
UNC Management Company
Pitcairn Wealth Advisors
LPL Financial
Ameriprise Financial
FMR
Colony
Evensky & Katz
Bank of New York Mellon

View all funds holding iShares Russell 3000 Index