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iShares Russell 3000 Index shares owned by William Howard & Co Financial Advisors

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by William Howard & Co Financial Advisors from 13F filings

Historical chart of William Howard & Co Financial Advisors investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Index held by William Howard & Co Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Index by William Howard & Co Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.2M 16k 326.79
2024-06-30 $5.3M 17k 308.72
2024-03-31 $5.4M 18k 300.08

More positions owned by William Howard & Co Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Cohen Steer Reit (ICF)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Stryker Corporation (SYK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for William Howard & Co Financial Advisors

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Morgan Stanley
Northern Trust
BlackRock
Bank of America Corporation
Family Firm
International Assets Investment Management
BlackRock
Goldman Sachs Group
UNC Management Company
Pitcairn Company
LPL Financial
Jpmorgan Chase & Co
Evensky & Katz
Colony

View all funds holding iShares Russell 3000 Index