Symphony Financial »

iShares Russell 3000 Index shares owned by Symphony Financial

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

Historical chart of Symphony Financial investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Index by Symphony Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 3.6k 325.60
2024-06-30 $1.1M 3.5k 309.90
2024-03-31 $1.1M 3.5k 300.08
2023-12-31 $962k 3.5k 272.25

More positions owned by Symphony Financial

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Symphony Financial

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Morgan Stanley
Northern Trust
BlackRock
Bank of America Corporation
Family Firm
International Assets Investment Management
BlackRock
Goldman Sachs Group
UNC Management Company
Pitcairn Company
LPL Financial
Jpmorgan Chase & Co
Evensky & Katz
Colony

View all funds holding iShares Russell 3000 Index