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iShares Russell 3000 Value Index shares owned by Barber Financial

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Barber Financial from 13F filings

Historical chart of Barber Financial 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 Barber Financial 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 Barber Financial

Quarter filed Position value Share count Share price at filing
2023-03-31 $545k 7.4k 73.78
2022-12-31 $362k 5.1k 70.62
2022-09-30 $335k 5.3k 62.63
2022-06-30 $358k 5.3k 66.93
2022-03-31 $653k 8.6k 75.93
2021-12-31 $831k 11k 76.30
2021-09-30 $464k 6.5k 70.93
2021-06-30 $454k 6.3k 71.96

More positions owned by Barber Financial

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
Apple (AAPL)
Fs Kkr Capital Corp (FSK)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Pacer Fds Tr Us Chs Cws Gwt (BUL)
Ishares Tr Cre U S Reit Etf (USRT)

View all positions for Barber Financial

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Ronald Blue Trust
Signature
Envestnet Asset Management
Aspiriant
Merit Financial Group
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
BlackRock
Wells Fargo & Company
William Blair $ Company
Modera Wealth Management

View all funds holding iShares Russell 3000 Value Index