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iShares Russell 3000 Index shares owned by waypoint wealth counsel

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by waypoint wealth counsel from 13F filings

Historical chart of waypoint wealth counsel investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 3.8k 300.08
2023-12-31 $1.0M 3.7k 273.71
2023-09-30 $356k 1.5k 245.10
2023-03-31 $538k 2.3k 235.41
2022-12-31 $318k 1.4k 220.71

More positions owned by waypoint wealth counsel

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Small Cp Etf (VB)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for waypoint wealth counsel

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Morgan Stanley
Northern Trust
BlackRock
Bank of America Corporation
Bank of New York Mellon
Goldman Sachs Group
Jpmorgan Chase & Co
Pitcairn Company
Ameriprise Financial
UBS Group
LPL Financial
Evensky & Katz
UNC Management Company
HighTower Advisors

View all funds holding iShares Russell 3000 Index