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iShares Russell 3000 Value Index shares owned by CPCM

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

Historical chart of CPCM investment in iShares Russell 3000 Value Index

2012201420162018202020220.4M0.6M0.8M1M1.2M5k10k15k20k
Value ($)Share countHistorical IUSV position of CPCM Source: stockzoa.comValue ($)Share count

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All positions including iShares Russell 3000 Value Index held by CPCM 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 CPCM

Quarter filed Position value Share count Share price at filing
2022-09-30 $960k 15k 62.62
2022-03-31 $1.2M 15k 75.86
2018-06-30 $692k 13k 53.71
2017-12-31 $1.2M 21k 55.38
2017-09-30 $1.1M 21k 52.35
2017-06-30 $1.1M 21k 50.96
2017-03-31 $674k 13k 50.51
2016-09-30 $615k 13k 46.08
2016-06-30 $597k 4.4k 134.22
2016-03-31 $573k 4.4k 128.82
2015-12-31 $567k 4.4k 127.47
2015-09-30 $541k 4.4k 121.63
2015-06-30 $600k 4.4k 134.89
2015-03-31 $599k 4.4k 134.88
2014-12-31 $605k 4.4k 136.45
2014-09-30 $577k 4.4k 130.34
2014-06-30 $586k 4.4k 132.55
2014-03-31 $558k 4.4k 126.39
2013-12-31 $545k 4.4k 123.44
2013-09-30 $481k 4.4k 109.47
2013-06-30 $481k 4.4k 109.47
2013-03-31 $466k 4.4k 106.22
2012-12-31 $418k 4.4k 95.28
2012-09-30 $413k 4.4k 94.49
2012-06-30 $388k 4.4k 88.91
2012-03-31 $401k 4.4k 91.89
2011-12-31 $362k 4.4k 83.07

More positions owned by CPCM

Paccar Equities (PCAR)
Microsoft Corp Equities (MSFT)
Apple Equities (AAPL)
Amazon.com Equities (AMZN)
DFA US Core Equity II Equities (DFAC)
Starbucks Corp Equities (SBUX)
Vanguard Specialized Portfolios Div Appr Equities (VIG)
iShares Russell 1000 Growth Index Equities (IWF)
SPDR S&P 500 Index Equities (SPY)
DFA Tax-Managed US Marketwide Value II Equities (DFUV)
Avantis US Equity ETF Equities (AVUS)
iShares MSCI All Country World Index Equities (ACWI)
DFA T/M U.S. Equity Equities (DFUS)
Avantis U.S. Small Cap Value ETF Equities (AVUV)
Vanguard Intl Equity Index Fds Total Wor Equities (VT)

View all positions for CPCM

Top funds holding iShares Russell 3000 Value Index

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

View all funds holding iShares Russell 3000 Value Index