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iShares Russell 3000 Value Index shares owned by Sweeney & Michel

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

Historical chart of Sweeney & Michel 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 Sweeney & Michel 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 Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2023-09-30 $361k 4.7k 75.96
2023-06-30 $365k 4.6k 79.84
2023-03-31 $345k 4.6k 75.64

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View all positions for Sweeney & Michel

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
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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