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iShares Russell 3000 Index shares owned by Yardley Wealth Management

Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Yardley Wealth Management from 13F filings

Historical chart of Yardley Wealth Management investment in iShares Russell 3000 Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Index by Yardley Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 5.8k 378.96
2025-06-30 $2.0M 5.8k 351.11
2025-03-31 $1.9M 5.8k 317.68
2024-12-31 $2.0M 6.0k 334.23
2024-09-30 $2.0M 6.0k 326.74

More positions owned by Yardley Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ea Series Trust Freedom 100 Em (FRDM)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Yardley Wealth Management

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