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iShares Russell 3000 Value Index shares owned by Crestwood Advisors

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

Historical chart of Crestwood 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 Crestwood 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 Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 23k 99.95
2025-06-30 $2.2M 23k 94.63
2025-03-31 $2.0M 22k 92.29
2024-12-31 $2.0M 22k 92.59
2024-09-30 $1.9M 20k 95.49
2024-06-30 $1.8M 21k 88.13
2024-03-31 $1.8M 20k 90.44
2023-12-31 $1.7M 20k 84.33
2023-09-30 $1.8M 24k 74.62

More positions owned by Crestwood Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p 500 Etf Etf (IVV)
Nvidia Corporation Stock (NVDA)
Meta Platforms Inc Cl A Stock (META)
Visa Inc Com Cl A Stock (V)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Booking Holdings Stock (BKNG)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Blackstone Stock (BX)
Fiserv Stock (FI)
Ishares U.s. Treasury Bond Etf Etf (GOVT)

View all positions for Crestwood Advisors

Top funds holding iShares Russell 3000 Value Index

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

View all funds holding iShares Russell 3000 Value Index