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iShares Russell 3000 Index shares owned by TFC Financial Management

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

Historical chart of TFC Financial Management investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by TFC Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $142k 375 378.94
2025-06-30 $132k 375 351.00
2025-03-31 $119k 375 317.64
2024-12-31 $125k 375 334.25

More positions owned by TFC Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)

View all positions for TFC Financial Management

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Goldman Sachs Group
BlackRock
Morgan Stanley
Northern Trust
UNC Management Company
Jpmorgan Chase & Co
LPL Financial
Ameriprise Financial
UBS Group
FMR
Bank of New York Mellon
Evensky & Katz
Pnc Financial Services
Colony

View all funds holding iShares Russell 3000 Index