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iShares Russell 3000 Index shares owned by Unique Wealth

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

Historical chart of Unique Wealth investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by Unique Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $207k 620 334.25

More positions owned by Unique Wealth

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Rus Mid Cap Etf (IWR)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Tcw Etf Trust Transform System (PWRD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Unique Wealth

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Northern Trust
Morgan Stanley
Bank of America Corporation
BlackRock
Goldman Sachs Group
Jpmorgan Chase & Co
UNC Management Company
Pitcairn Company
LPL Financial
Ameriprise Financial
UBS Group
Bnp Paribas Arbitrage, Snc
Evensky & Katz
Colony

View all funds holding iShares Russell 3000 Index