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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
2024-06-30 $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)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Stryker Corporation (SYK)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for William Howard & Co Financial Advisors

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Morgan Stanley
BlackRock
Bank of America Corporation
Family Firm
Goldman Sachs Group
Bank of New York Mellon
Colony
UNC Management Company
Jpmorgan Chase & Co
LPL Financial
Evensky & Katz
Pnc Financial Services
_Sentinel Trust Company, LBA______________
HighTower Advisors

View all funds holding iShares Russell 3000 Index