Carr Financial Group Corp »

iShares Russell 3000 Value Index shares owned by Carr Financial Group Corp

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

Historical chart of Carr Financial Group Corp 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 Carr Financial Group Corp consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Value Index by Carr Financial Group Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 12k 90.44
2023-12-31 $1.0M 12k 84.33
2023-09-30 $925k 12k 76.11
2023-06-30 $951k 12k 78.26
2023-03-31 $675k 9.2k 73.78
2022-12-31 $651k 9.2k 70.63

More positions owned by Carr Financial Group Corp

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Specialized Funds Div App Etf (VIG)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Intl Qualty (IQLT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Carr Financial Group Corp

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