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iShares Russell 3000 Value Index shares owned by Sutton Place Investors

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Sutton Place Investors from 13F filings

Historical chart of Sutton Place Investors 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 Sutton Place Investors 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 Sutton Place Investors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 20k 90.44
2023-12-31 $1.7M 20k 84.33
2023-09-30 $1.5M 20k 74.62
2023-06-30 $1.6M 20k 78.26
2023-03-31 $1.5M 20k 73.78
2022-12-31 $1.4M 20k 70.63
2022-09-30 $1.6M 25k 62.60
2022-06-30 $1.7M 25k 66.88
2022-03-31 $1.9M 25k 74.36
2021-12-31 $1.9M 25k 76.36

More positions owned by Sutton Place Investors

Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Merck & Co (MRK)
Ishares Tr Core S&p Ttl Stk (ITOT)
JPMorgan Chase & Co. (JPM)
Procter & Gamble Company (PG)
Johnson & Johnson (JNJ)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Growth Etf (VUG)
Eli Lilly & Co. (LLY)

View all positions for Sutton Place Investors

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
Ronald Blue Trust
Signature
Aspiriant
Merit Financial Group
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
William Blair $ Company
Wells Fargo & Company
Goldman Sachs Group
Modera Wealth Management
Auto-Owners Insurance
Royal Bank of Canada
CWM

View all funds holding iShares Russell 3000 Value Index