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iShares Russell 3000 Index shares owned by XY Planning Network

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by XY Planning Network from 13F filings

Historical chart of XY Planning Network investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by XY Planning Network

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 8.6k 350.99
2025-06-30 $3.0M 8.6k 350.99
2025-03-31 $1.9M 6.1k 317.62
2024-12-31 $2.1M 6.4k 334.27

More positions owned by XY Planning Network

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for XY Planning Network

Top funds holding iShares Russell 3000 Index

SCS Capital Management
Goldman Sachs Group
BlackRock
Morgan Stanley
Northern Trust
UNC Management Company
Jpmorgan Chase & Co
LPL Financial
Ameriprise Financial
UBS Group
FMR
Bank of New York Mellon
Evensky & Katz
Pnc Financial Services
Colony

View all funds holding iShares Russell 3000 Index