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iShares Russell 3000 Index shares owned by SWAN Capital

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by SWAN Capital from 13F filings

Historical chart of SWAN Capital investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by SWAN Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.2k 22 370.68

More positions owned by SWAN Capital

Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Energy Etf (VDE)
Vanguard World Utilities Etf (VPU)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard World Inf Tech Etf (VGT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for SWAN Capital

Top funds holding iShares Russell 3000 Index

SCS Capital Management
BlackRock
Goldman Sachs Group
Morgan Stanley
Northern Trust
Gallagher Fiduciary Advisors
Bank of America Corporation
UNC Management Company
Pitcairn Wealth Advisors
LPL Financial
Ameriprise Financial
FMR
Colony
Evensky & Katz
Bank of New York Mellon

View all funds holding iShares Russell 3000 Index