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iShares Russell 3000 Index shares owned by Waterloo Capital

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

Historical chart of Waterloo 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 Waterloo 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $995k 2.6k 386.85

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
State Street Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Fidelity Enhanced International Etf Enhanced Intl (FENI)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Microsoft Corporation (MSFT)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Aptus Defined Risk Etf Aptus Defined (DRSK)

View all positions for Waterloo Capital

Top funds holding iShares Russell 3000 Index

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

View all funds holding iShares Russell 3000 Index