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iShares Russell 3000 Value Index shares owned by Certified Advisory Corp

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

Historical chart of Certified Advisory Corp 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 Certified Advisory Corp 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 Certified Advisory Corp

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.0M 95k 84.33
2023-09-30 $6.8M 91k 74.62
2023-06-30 $7.1M 91k 78.26
2023-03-31 $8.0M 108k 73.78
2022-12-31 $7.7M 109k 70.63
2022-09-30 $6.8M 109k 62.61
2022-06-30 $7.2M 108k 66.88
2022-03-31 $8.2M 108k 75.87
2021-12-31 $8.1M 106k 76.34
2021-09-30 $7.6M 108k 70.88
2021-06-30 $7.8M 108k 71.96
2021-03-31 $7.5M 108k 68.90
2020-06-30 $2.8M 53k 52.22
2020-03-31 $2.6M 57k 46.17
2019-12-31 $3.4M 54k 63.01
2019-09-30 $2.9M 50k 57.79
2019-06-30 $2.4M 42k 56.66
2019-03-31 $2.2M 39k 54.83
2018-12-31 $396k 8.1k 49.08
2018-09-30 $454k 8.1k 56.38
2018-06-30 $478k 8.9k 53.64
2018-03-31 $473k 8.9k 53.07
2017-12-31 $493k 8.9k 55.35

More positions owned by Certified Advisory Corp

Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Powershares Qqq Tr Etf (QQQ)
Ishares S&p 500 Index Etf (IVV)
Apple Stock (AAPL)
Schwab Us Dividend Equity Etf Etf (SCHD)
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)
Ishares Convertible Bond Etf Etf (ICVT)
Rydex Etf Tr S&p Equal Weight Consumer Staples Etf Etf (RSPS)
Vanguard Short-term Treasury Etf Etf (VGSH)
Vanguard Information Technology Etf (VGT)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Vanguard High Dividend Yield Etf (VYM)
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)

View all positions for Certified Advisory Corp

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