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iShares Russell 3000 Value Index shares owned by First Heartland Consultants

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

Historical chart of First Heartland Consultants 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 First Heartland Consultants 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 First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 20k 90.43
2023-12-31 $1.7M 20k 84.33
2023-09-30 $1.5M 20k 74.61
2023-06-30 $1.6M 20k 78.26
2023-03-31 $1.5M 20k 73.78
2022-12-31 $1.4M 20k 70.63
2022-09-30 $1.2M 20k 62.57
2022-06-30 $1.3M 19k 66.83
2022-03-31 $1.5M 20k 75.83
2021-12-31 $1.5M 20k 76.32
2021-09-30 $1.4M 20k 70.88
2021-06-30 $1.4M 19k 71.98
2021-03-31 $1.3M 19k 68.88
2020-12-31 $926k 15k 62.16
2020-09-30 $944k 17k 54.29
2020-06-30 $1.1M 21k 52.24
2020-03-31 $988k 21k 46.18
2019-12-31 $1.3M 21k 63.03
2019-09-30 $1.2M 20k 57.78
2019-06-30 $1.1M 20k 56.64
2019-03-31 $920k 17k 54.81
2018-12-31 $787k 16k 49.09
2018-09-30 $731k 13k 56.39
2018-06-30 $701k 13k 53.70
2018-03-31 $611k 12k 53.14
2017-12-31 $645k 12k 55.40
2017-09-30 $573k 11k 52.32
2017-06-30 $531k 10k 50.93
2017-03-31 $504k 10k 50.45
2016-12-31 $468k 9.5k 49.16
2016-09-30 $399k 8.6k 46.14
2016-06-30 $343k 2.6k 134.19
2016-03-31 $218k 1.7k 128.77
2011-06-30 $560k 50k 11.15
2011-03-31 $660k 60k 11.07

More positions owned by First Heartland Consultants

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Etf Ser Solutions Aptus Collared (ACIO)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
American Centy Etf Tr Focused Lrg Cap (FLV)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Etf Ser Solutions Aptus Enhanced Yield ETF (JUCY)
Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA)

View all positions for First Heartland Consultants

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
Wells Fargo & Company
William Blair $ Company
Goldman Sachs Group
Modera Wealth Management
Auto-Owners Insurance
Royal Bank of Canada
CWM

View all funds holding iShares Russell 3000 Value Index