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iShares Russell 3000 Value Index shares owned by Asset Managment

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

Historical chart of Asset Managment 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 Asset Managment 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 Asset Managment

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.7M 50k 74.62
2023-06-30 $3.9M 50k 78.26
2023-03-31 $3.9M 53k 73.78
2022-12-31 $3.7M 53k 70.63
2022-09-30 $3.5M 56k 62.62
2022-06-30 $3.7M 56k 66.88
2022-03-31 $4.2M 56k 75.88
2021-12-31 $4.3M 56k 76.34
2021-09-30 $4.2M 59k 70.87
2021-06-30 $4.5M 63k 71.97
2021-03-31 $4.4M 63k 68.90
2020-12-31 $3.9M 63k 62.19
2020-09-30 $3.5M 64k 54.29
2020-06-30 $3.3M 64k 52.23
2020-03-31 $2.9M 63k 46.18
2019-12-31 $4.0M 63k 63.03
2019-09-30 $3.7M 63k 57.81
2019-06-30 $3.6M 63k 56.66
2019-03-31 $3.5M 64k 54.83
2018-12-31 $3.3M 68k 49.09
2018-09-30 $3.8M 67k 56.38
2018-06-30 $3.6M 67k 53.68
2018-03-31 $3.5M 67k 53.11
2017-12-31 $3.7M 68k 55.40
2017-09-30 $3.6M 69k 52.36
2017-06-30 $3.6M 70k 50.94
2017-03-31 $3.6M 72k 50.48
2016-12-31 $3.5M 71k 49.14
2016-09-30 $3.3M 71k 46.11
2016-06-30 $3.2M 24k 134.25
2016-03-31 $3.1M 24k 128.72
2015-12-31 $3.0M 24k 127.40
2015-09-30 $2.8M 23k 121.60
2015-06-30 $3.1M 23k 134.79
2015-03-31 $3.1M 23k 134.94
2014-12-31 $3.2M 23k 136.50
2014-09-30 $3.0M 23k 130.36
2014-06-30 $3.0M 23k 132.54
2014-03-31 $2.9M 23k 126.29
2013-12-31 $2.8M 23k 123.38
2013-09-30 $2.6M 23k 112.95
2013-06-30 $2.5M 23k 109.44
2011-12-31 $2.1M 26k 83.16

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Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Asset Managment

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