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iShares Russell 3000 Value Index shares owned by Bridge Advisory

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

Historical chart of Bridge Advisory 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 Bridge Advisory 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 Bridge Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.2M 57k 90.44
2023-12-31 $2.6M 31k 84.33

More positions owned by Bridge Advisory

Ishares Tr Short Treas Bd (SHV)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)
Sprott Physical Gold Tr Unit (PHYS)
Sprott Physical Silver Tr Tr Unit (PSLV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vaneck Etf Trust Gold Miners Etf (GDX)
Apple (AAPL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core S&p Us Vlu (IUSV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Proshares Tr K1 Fre Crd Oil (OILK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Tips Bd Etf (TIP)

View all positions for Bridge Advisory

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