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iShares Russell 3000 Index shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth 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 Strategic Wealth 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 Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $11M 26k 426.40
2026-03-31 $101k 273 370.68
2025-12-31 $106k 273 386.85
2025-09-30 $104k 273 378.94
2025-06-30 $101k 289 351.00
2021-12-31 $201k 726 276.86

More positions owned by Strategic Wealth Partners

Swp Growth & Income Etf Etf (SWP)
Ishares Mbs Etf Etf (MBB)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Msci Eafe Etf Etf (EFA)
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Broadcom Stock (AVGO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Invesco International Dividend Achievers Etf Etf (PID)
Meta Platforms Inc Cl A Stock (META)
International Business Machs Stock (IBM)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Nvidia Corporation Stock (NVDA)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Strategic Wealth Partners

Top funds holding iShares Russell 3000 Index

Goldman Sachs Group
SCS Capital Management
American Family Investments
Morgan Stanley
BlackRock
Northern Trust
Bank of America Corporation
UNC Management Company
Pitcairn Wealth Advisors
Jpmorgan Chase & Co
LPL Financial
Colony
Ameriprise Financial
Pnc Financial Services
Evensky & Katz

View all funds holding iShares Russell 3000 Index