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iShares Russell 3000 Value Index shares owned by Clifford Group

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

Historical chart of Clifford Group 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 Clifford Group 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 Clifford Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $365k 3.8k 95.49
2024-06-30 $337k 3.8k 88.13
2024-03-31 $359k 4.0k 90.44
2023-12-31 $363k 4.3k 84.33
2023-09-30 $296k 4.0k 74.62
2023-06-30 $311k 4.0k 78.26
2023-03-31 $300k 4.1k 73.78
2022-12-31 $293k 4.2k 70.63

More positions owned by Clifford Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr National Mun Etf (MUB)
Vanguard World Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Clifford Group

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