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iShares Russell 3000 Index shares owned by Schechter Investment Advisors

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

Historical chart of Schechter Investment 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 Schechter Investment 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 Schechter Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.2M 3.7k 317.64
2023-06-30 $354k 1.4k 254.48
2023-03-31 $328k 1.4k 235.41
2022-12-31 $307k 1.4k 220.68
2022-09-30 $288k 1.4k 206.90
2022-06-30 $303k 1.4k 217.67
2022-03-31 $365k 1.4k 262.21
2021-12-31 $386k 1.4k 277.30

More positions owned by Schechter Investment Advisors

Eldridge Bbb-b Clo Etf Etf (CLOZ)
Vanguard Value Etf Etf (VTV)
Ares Acquisition Corp Ii Shs Class A Stock
Vanguard Total International Stock Etf Etf (VXUS)
Vanguard Growth Etf Etf (VUG)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Spdr S&p 500 Etf Trust Etf (SPY)
Agriculture & Nat Sol Acq Corp Shs Cl A Stock (ANSC)
Nabors Energy Transition Corp Cl A Stock (NETD)
Merck & Co Stock (MRK)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Haymaker Acquisition Corp Iv Class A Stock (HYAC)

View all positions for Schechter Investment Advisors

Top funds holding iShares Russell 3000 Index

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

View all funds holding iShares Russell 3000 Index