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iShares Russell 3000 Index shares owned by Safe Harbor Family Capital

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Safe Harbor Family Capital from 13F filings

Historical chart of Safe Harbor Family Capital investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by Safe Harbor Family Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 2.9k 386.95

More positions owned by Safe Harbor Family Capital

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Fundamental Us L (FNDX)
Alps Etf Tr Alerian Energy (ENFR)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard World Inf Tech Etf (VGT)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Safe Harbor Family Capital

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