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iShares Russell 3000 Index shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-12-31 $246k 736 334.07
2024-09-30 $233k 714 326.74
2024-06-30 $7.2M 221k 32.52

More positions owned by Strategic Financial Concepts

American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
T Rowe Price Etf Ultra Shrt Trm (TBUX)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Procter & Gamble Company (PG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Tesla Motors (TSLA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Strategic Financial Concepts

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Northern Trust
Bank of America Corporation
Family Firm
BlackRock
Goldman Sachs Group
UNC Management Company
Pitcairn Company
LPL Financial
Jpmorgan Chase & Co
Ameriprise Financial
UBS Group
Evensky & Katz
Colony
_Sentinel Trust Company, LBA______________

View all funds holding iShares Russell 3000 Index