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iShares Russell 3000 Index shares owned by Wealth & Pension Services Group

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

Historical chart of Wealth & Pension Services 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 Wealth & Pension Services Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Index by Wealth & Pension Services Group

Quarter filed Position value Share count Share price at filing
2019-09-30 $1.1M 6.2k 173.82
2019-06-30 $1.1M 6.6k 172.33
2019-03-31 $1.2M 7.1k 166.76
2018-12-31 $1.1M 7.6k 146.98
2018-09-30 $2.0M 12k 172.33

More positions owned by Wealth & Pension Services Group

SPDR DJ Wilshire Large Cap (SPLG)
iShares Russell 1000 Index (IWB)
SPDR S&P World ex-US (SPDW)
J P Morgan Exchange Traded F ultra shrt (JPST)
iShares Russell 1000 Value Index (IWD)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard Value ETF (VTV)
Vanguard Europe Pacific ETF (VEA)
iShares Russell 3000 Growth Index (IUSG)
iShares Russell 1000 Growth Index (IWF)
iShares S&P 500 Index (IVV)
SPDR DJ Wilshire Large Cap Growth (SPYG)
iShares Lehman 3-7 Yr Treasury Bond (IEI)
SPDR DJ Wilshire Mid Cap (SPMD)
Ishares Tr (LRGF)

View all positions for Wealth & Pension Services Group

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