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iShares Russell 3000 Value Index shares owned by Choate Investment Advisors

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

Historical chart of Choate Investment Advisors 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 Choate Investment Advisors 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 Choate Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $447k 4.7k 95.49
2024-06-30 $413k 4.7k 88.13
2024-03-31 $407k 4.5k 90.44
2021-06-30 $5.0k 71 70.42

More positions owned by Choate Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Home Depot (HD)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Procter & Gamble Company (PG)
Alphabet Cap Stk Cl C (GOOG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Choate Investment Advisors

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