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iShares Russell 3000 Index shares owned by Wayfinding Financial

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

Historical chart of Wayfinding 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 Wayfinding Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Index by Wayfinding Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $221k 584 378.42
2025-06-30 $209k 584 357.88
2025-03-31 $185k 584 316.78

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Microsoft Corporation (MSFT)
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iShares S&P 500 Index (IVV)
iShares IBoxx $ Invest Grade Corp Bd (LQD)
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SPDR Barclay Cp Intr Trm Cr Bd (SPIB)
iShares Lehman Aggregate Bond (AGG)
Fidelity core divid etf (FDVV)
Jp Morgan Exchange Traded Fd betabuildrs us (BBUS)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Zacks Trust (SMIZ)
Zacks Trust (ZECP)
J P Morgan Exchange Traded F (JIVE)
Morgan Stanley Etf Trust (PHEQ)
Costco Wholesale Corporation (COST)

View all positions for Wayfinding Financial

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Goldman Sachs Group
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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