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iShares Russell 3000 Value Index shares owned by Klingman & Associates

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

Historical chart of Klingman & Associates 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 Klingman & Associates 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 Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $243k 2.7k 90.44
2023-12-31 $227k 2.7k 84.33
2023-09-30 $201k 2.7k 74.62
2023-06-30 $211k 2.7k 78.26

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Klingman & Associates

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
Ronald Blue Trust
Signature
Aspiriant
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
Raymond James Financial Services Advisors

View all funds holding iShares Russell 3000 Value Index