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iShares Russell 3000 Value Index shares owned by Caprock

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

Historical chart of Caprock 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 Caprock 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 Caprock

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 22k 95.49

More positions owned by Caprock

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Equity Lifestyle Properties (ELS)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Meta Platforms Cl A (META)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Accenture Plc Ireland Shs Class A (ACN)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Caprock

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Ronald Blue Trust
Signature
Envestnet Asset Management
Jones Financial Companies, L.L
Aspiriant
Merit Financial Group
Kestra Investment Management
Jpmorgan Chase & Co
BlackRock
Commonwealth Equity Services
BlackRock
Wells Fargo & Company

View all funds holding iShares Russell 3000 Value Index