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iShares Russell 3000 Value Index shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth 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 TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $410k 4.5k 90.45
2023-12-31 $412k 4.9k 84.34
2023-09-30 $326k 4.4k 74.62
2023-06-30 $416k 5.3k 78.26
2023-03-31 $403k 5.5k 73.79
2022-12-31 $375k 5.3k 70.64
2022-09-30 $372k 6.0k 62.51
2022-06-30 $412k 6.2k 66.85
2022-03-31 $458k 6.2k 74.34
2021-12-31 $757k 9.9k 76.30
2021-09-30 $720k 10k 70.85
2021-06-30 $732k 10k 71.90
2021-03-31 $1.8M 27k 68.92
2020-12-31 $4.1M 67k 62.18
2020-09-30 $11M 204k 54.29
2020-06-30 $12M 224k 52.23
2020-03-31 $10M 225k 46.18
2019-12-31 $12M 190k 63.02
2019-09-30 $9.7M 169k 57.80
2019-06-30 $9.5M 168k 56.65
2019-03-31 $7.6M 138k 54.83
2018-12-31 $6.6M 135k 49.08
2018-09-30 $11M 190k 56.70
2018-06-30 $8.5M 158k 54.01
2018-03-31 $7.9M 149k 53.12
2017-12-31 $8.4M 151k 55.39
2017-09-30 $6.4M 123k 52.34
2017-06-30 $5.7M 113k 50.93
2017-03-31 $5.7M 113k 50.29
2016-12-31 $5.3M 108k 49.37
2016-09-30 $4.6M 102k 45.39
2016-06-30 $4.1M 30k 134.25
2016-03-31 $2.6M 20k 128.76
2015-12-31 $2.2M 17k 127.37

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Pfd And Incm Sec (PFF)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Agency Bond Etf (AGZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)

View all positions for TRUE Private Wealth Advisors

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
Ronald Blue Trust
Signature
Aspiriant
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
Wells Fargo & Company
William Blair $ Company
Goldman Sachs Group
Modera Wealth Management
Royal Bank of Canada
CWM
Benjamin F. Edwards & Company
Raymond James Financial Services Advisors

View all funds holding iShares Russell 3000 Value Index