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iShares Russell 3000 Value Index shares owned by Austin Private Wealth

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

Historical chart of Austin Private Wealth 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 Austin Private Wealth 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 Austin Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $293k 3.3k 89.14
2023-12-31 $278k 3.3k 84.33
2023-09-30 $246k 3.3k 74.62
2023-06-30 $258k 3.3k 78.26
2023-03-31 $243k 3.3k 73.78
2022-12-31 $233k 3.3k 70.63
2022-09-30 $206k 3.3k 62.58
2022-06-30 $220k 3.3k 66.83

More positions owned by Austin Private Wealth

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Austin Private Wealth

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
Wells Fargo & Company
William Blair $ Company
Goldman Sachs Group
Modera Wealth Management
Auto-Owners Insurance
Royal Bank of Canada
CWM

View all funds holding iShares Russell 3000 Value Index