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iShares Russell 3000 Value Index shares owned by BCJ Capital Management

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

Historical chart of BCJ Capital Management 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 BCJ Capital Management 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 BCJ Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $19M 222k 84.33
2023-09-30 $24M 325k 74.62
2023-06-30 $16M 204k 78.26
2023-03-31 $22M 293k 73.78
2022-12-31 $50M 708k 70.63

More positions owned by BCJ Capital Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p500 Etf (IVV)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for BCJ Capital Management

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
Raymond James Financial Services Advisors
Benjamin F. Edwards & Company

View all funds holding iShares Russell 3000 Value Index