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iShares Russell 3000 Value Index shares owned by Atlas Private Wealth Management

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Atlas Private Wealth Management from 13F filings

Historical chart of Atlas Private Wealth Management investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell 3000 Value Index by Atlas Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 24k 90.44
2023-12-31 $2.2M 26k 84.33
2023-09-30 $1.9M 26k 74.62
2023-06-30 $2.0M 26k 78.26
2023-03-31 $1.8M 24k 73.78
2022-12-31 $1.5M 21k 70.63
2022-09-30 $1.3M 22k 62.60
2022-06-30 $1.3M 20k 66.86
2022-03-31 $1.5M 20k 75.88
2021-12-31 $1.5M 20k 76.32
2021-09-30 $1.4M 20k 70.87
2021-06-30 $1.1M 15k 71.93
2021-03-31 $1.0M 15k 68.87
2020-12-31 $746k 12k 62.18
2020-09-30 $627k 12k 54.31
2020-06-30 $598k 11k 52.27
2020-03-31 $586k 13k 46.17
2019-12-31 $720k 11k 63.03

More positions owned by Atlas Private Wealth Management

Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)
Ishares Yield Optimized Bond Etf Etf (BYLD)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)
Jpmorgan Municipal Etf Etf (JMUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core S&p 500 Etf Etf (IVV)
Johnson & Johnson Stock (JNJ)
First Trust Preferred Securities & Income Etf Etf (FPE)

View all positions for Atlas Private Wealth Management

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
Ronald Blue Trust
Signature
Aspiriant
Merit Financial Group
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
William Blair $ Company
Wells Fargo & Company
Goldman Sachs Group
Modera Wealth Management
Auto-Owners Insurance
Royal Bank of Canada
CWM

View all funds holding iShares Russell 3000 Value Index