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iShares Russell 3000 Index shares owned by Sargent Investment Group

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

Historical chart of Sargent Investment 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 Sargent Investment 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 Sargent Investment Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $267k 818 326.73
2024-06-30 $250k 810 308.67

More positions owned by Sargent Investment Group

Spdr Ser Tr Bloomberg 3-12 M (BILS)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Palantir Technologies Cl A (PLTR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Iron Mountain (IRM)
International Business Machines (IBM)
Universal Display Corporation (OLED)
Blackstone Group Inc Com Cl A (BX)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Carlyle Group (CG)
Cantaloupe (CTLP)
Amazon (AMZN)

View all positions for Sargent Investment Group

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Morgan Stanley
Northern Trust
BlackRock
Bank of America Corporation
Family Firm
International Assets Investment Management
BlackRock
Goldman Sachs Group
UNC Management Company
Pitcairn Company
LPL Financial
Jpmorgan Chase & Co
Evensky & Katz
Colony

View all funds holding iShares Russell 3000 Index