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iShares Russell 3000 Value Index shares owned by CPA Asset Management

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

Historical chart of CPA Asset Management 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 CPA Asset Management 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 CPA Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $341k 3.6k 95.49
2024-06-30 $315k 3.6k 88.13
2024-03-31 $323k 3.6k 90.44
2023-12-31 $301k 3.6k 84.33
2023-09-30 $267k 3.6k 74.62
2023-06-30 $280k 3.6k 78.26
2023-03-31 $497k 6.7k 73.78

More positions owned by CPA Asset Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Gold Tr Ishares New (IAU)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Caterpillar (CAT)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for CPA Asset Management

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