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iShares Russell 3000 Value Index shares owned by 55i

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by 55i from 13F filings

Historical chart of 55i 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 55i 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 55i

Quarter filed Position value Share count Share price at filing
2022-09-30 $3.0M 48k 62.62
2022-06-30 $2.9M 43k 66.89
2022-03-31 $3.6M 47k 75.87
2021-12-31 $3.2M 41k 76.34
2021-09-30 $2.7M 37k 70.87
2021-06-30 $2.9M 40k 71.95
2021-03-31 $2.7M 39k 68.89
2020-12-31 $2.5M 41k 62.18
2020-09-30 $2.1M 38k 54.28
2020-06-30 $2.3M 43k 52.23
2020-03-31 $1.1M 22k 50.52
2019-03-31 $290k 5.3k 54.83

More positions owned by 55i

iShares Core S&P 500 ETF Etf (IVV)
iShares ESG Aware MSCI USA ETF Etf (ESGU)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares MSCI EAFE Value ETF Etf (EFV)
iShares MSCI EAFE Growth ETF Etf (EFG)
iShares MSCI USA Min Vol Facto Etf (USMV)
Vanguard 500 Index Fund Etf (VOO)
iShares S&P 100 ETF Etf (OEF)
iShares Edge MSCI Intl Value F Etf (IVLU)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Russell 1000 ETF Etf (IWB)
iShares ESG MSCI USA Leaders E Etf (SUSL)
iShares MSCI Emerg Mkts Min Vo Etf (EEMV)
iShares MSCI USA Quality Facto Etf (QUAL)
Invesco S&P Emerging Markets L Etf (EELV)

View all positions for 55i

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Ronald Blue Trust
Signature
Envestnet Asset Management
Jones Financial Companies, L.L
Aspiriant
Merit Financial Group
Kestra Investment Management
Jpmorgan Chase & Co
BlackRock
Commonwealth Equity Services
BlackRock
Wells Fargo & Company

View all funds holding iShares Russell 3000 Value Index