Round Rock Advisors »

iShares Russell 3000 Value Index shares owned by Round Rock Advisors

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Round Rock Advisors from 13F filings

Historical chart of Round Rock Advisors 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 Round Rock Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Value Index by Round Rock Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $915k 10k 90.44
2023-12-31 $905k 11k 84.33
2023-09-30 $800k 11k 74.62
2023-06-30 $858k 11k 78.26
2023-03-31 $809k 11k 73.78
2022-12-31 $775k 11k 70.63
2022-09-30 $667k 11k 62.58
2022-06-30 $701k 11k 66.90
2022-03-31 $847k 11k 75.91
2021-12-31 $852k 11k 76.37

More positions owned by Round Rock Advisors

Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Select Divid Etf (DVY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Technology (XLK)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)

View all positions for Round Rock Advisors

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
Goldman Sachs Group
Modera Wealth Management

View all funds holding iShares Russell 3000 Value Index