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iShares Russell 3000 Index shares owned by WMS Partners

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

Historical chart of WMS Partners investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by WMS Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $210k 644 326.73
2016-03-31 $986k 8.2k 120.88
2015-12-31 $970k 8.1k 120.27

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View all positions for WMS Partners

Top funds holding iShares Russell 3000 Index

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Evensky & Katz
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_Sentinel Trust Company, LBA______________

View all funds holding iShares Russell 3000 Index