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iShares Russell 3000 Value Index shares owned by Personal Financial Consultants

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

Historical chart of Personal Financial 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 Personal Financial 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 Personal Financial Consultants

Quarter filed Position value Share count Share price at filing
2019-06-30 $880k 16k 56.63
2019-03-31 $850k 16k 54.85
2018-12-31 $729k 15k 49.06
2018-09-30 $827k 15k 56.38

More positions owned by Personal Financial Consultants

Vanguard Total Stock Market ETF (VTI)
Vanguard FTSE All-World ex-US ETF (VEU)
Vanguard REIT ETF (VNQ)
Vanguard Emerging Markets ETF (VWO)
Vanguard Total Bond Market ETF (BND)
Ishares Tr Exponential Technologies Etf (XT)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Vanguard Small-Cap ETF (VB)
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB)
Ishares Inc msci frntr 100 (FM)
Vanguard Extended Market ETF (VXF)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard Total World Stock Idx (VT)
iShares S&P Cal AMTFr Mncpl Bnd (CMF)
iShares Russell 3000 Value Index (IUSV)

View all positions for Personal Financial Consultants

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