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iShares Russell 3000 Value Index shares owned by Personal Resources Investment & Strategic Management

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Personal Resources Investment & Strategic Management from 13F filings

Historical chart of Personal Resources Investment & Strategic 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 Personal Resources Investment & Strategic 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 Personal Resources Investment & Strategic Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 13k 90.44
2023-12-31 $1.1M 13k 84.33
2023-09-30 $985k 13k 74.62
2023-06-30 $1.0M 13k 78.26
2023-03-31 $974k 13k 73.78
2022-12-31 $932k 13k 70.63
2022-09-30 $826k 13k 62.58
2022-06-30 $883k 13k 66.89
2022-03-31 $1.0M 13k 75.83
2021-12-31 $1.0M 13k 76.36
2021-09-30 $936k 13k 70.91
2021-06-30 $950k 13k 71.97
2021-03-31 $909k 13k 68.86
2020-12-31 $821k 13k 62.20
2020-09-30 $717k 13k 54.32
2020-06-30 $689k 13k 52.20
2020-03-31 $640k 14k 46.21
2019-12-31 $873k 14k 63.03
2019-09-30 $801k 14k 57.83
2019-06-30 $785k 14k 56.67
2019-03-31 $759k 14k 54.80
2018-12-31 $680k 14k 49.09
2018-09-30 $747k 14k 53.93
2018-06-30 $752k 14k 54.29
2018-03-31 $737k 14k 53.21
2017-12-31 $767k 14k 55.38

More positions owned by Personal Resources Investment & Strategic Management

Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)
Fidelity Value Factor Etf Etf (FVAL)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Eafe Etf Etf (EFA)
Columbia Em Core Ex-china Etf Etf (XCEM)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Invesco S&p Global Water Index Etf Etf (CGW)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Invesco Nasdaq 100 Etf Etf (QQQM)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)
Ishares Russell 1000 Value Etf Etf (IWD)

View all positions for Personal Resources Investment & Strategic Management

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
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
Auto-Owners Insurance

View all funds holding iShares Russell 3000 Value Index