United Advisor Group »

iShares Russell 3000 Index shares owned by United Advisor Group

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by United Advisor Group from 13F filings

Historical chart of United Advisor Group investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by United Advisor Group 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 United Advisor Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $243k 656 370.68

More positions owned by United Advisor Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ea Series Trust Strive 500 Etf (STRV)
Amazon Call Option (AMZN)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Microsoft Corporation Call Option (MSFT)
Palantir Technologies Cl A (PLTR)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Wisdomtree Tr Us Largecap Divd (DLN)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Spdr Series Trust State Street Spd (SPYG)
T Rowe Price Etf Price Div Grwt (TDVG)

View all positions for United Advisor Group

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Rhumbline Advisers
Goldman Sachs Group
BlackRock
Northern Trust
UNC Management Company
LPL Financial
Ameriprise Financial
FMR
Colony
Pnc Financial Services
Evensky & Katz
Bank of New York Mellon
HighTower Advisors
UBS Group

View all funds holding iShares Russell 3000 Index