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iShares Russell 3000 Value Index shares owned by Kings Point Capital Management

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Kings Point Capital Management from 13F filings

Historical chart of Kings Point Capital 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 Kings Point Capital 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 Kings Point Capital Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $874k 12k 75.84
2021-12-31 $880k 12k 76.36
2021-09-30 $817k 12k 70.90
2021-06-30 $829k 12k 71.94

More positions owned by Kings Point Capital Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Pimco Etf Tr Enhanced Sho Etf (MINT)
Alphabet Inc Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Accenture Plc Ireland Cla Shs Class A (ACN)
Thermo Fisher Scientific (TMO)
Aon Cl A Added (AON)
American Express Company (AXP)
NVIDIA Corporation (NVDA)
Blackstone Group Com Cl A (BX)
Honeywell International (HON)
Hca Holdings (HCA)
American Tower Reit Cl A (AMT)
Raytheon Technologies Corp Com Added (RTX)

View all positions for Kings Point Capital Management

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
Ronald Blue Trust
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Merit Financial Group
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
Wells Fargo & Company
William Blair $ Company
Goldman Sachs Group
Modera Wealth Management
Royal Bank of Canada
CWM
Benjamin F. Edwards & Company

View all funds holding iShares Russell 3000 Value Index