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iShares Russell 3000 Index shares owned by Shepherd Financial Partners

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Shepherd Financial Partners from 13F filings

Historical chart of Shepherd Financial Partners investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 524 386.85
2019-06-30 $203k 1.2k 172.33

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPTM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPYV)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Series Trust State Street Spd (SPTL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)

View all positions for Shepherd Financial Partners

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