Biegel & Waller »

iShares Russell 3000 Value Index shares owned by Biegel & Waller

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

Historical chart of Biegel & Waller 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 Biegel & Waller consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Value Index by Biegel & Waller

Quarter filed Position value Share count Share price at filing
2019-09-30 $8.5M 147k 57.80
2019-06-30 $5.2M 91k 56.65
2019-03-31 $5.1M 94k 54.83
2018-12-31 $4.5M 93k 49.09
2018-09-30 $4.7M 83k 56.38
2018-06-30 $3.9M 72k 53.68
2018-03-31 $3.6M 68k 53.12
2017-12-31 $3.0M 54k 55.41

More positions owned by Biegel & Waller

iShares S&P 1500 Index Fund (ITOT)
Ishares Core Intl Stock Etf core (IXUS)
iShares MSCI Emerging Markets Indx (EEM)
Ishares Inc em mkt min vol (EEMV)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
Sinclair Broadcast
iShares Russell 3000 Value Index (IUSV)
Citigroup (C)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Ishares Inc core msci emkt (IEMG)
iShares Dow Jones EPAC Sel Div Ind (IDV)
At&t (T)
Delta Air Lines (DAL)
Ingersoll-rand Co Ltd-cl A
Ishares Tr core div grwth (DGRO)

View all positions for Biegel & Waller

Top funds holding iShares Russell 3000 Value Index

LPL Financial
Morgan Stanley
Jones Financial Companies, L.L
Envestnet Asset Management
Ronald Blue Trust
Signature
Aspiriant
Kestra Investment Management
Merit Financial Group
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
Royal Bank of Canada
Commonwealth Equity Services
Modera Wealth Management

View all funds holding iShares Russell 3000 Value Index