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iShares Russell 3000 Value Index shares owned by Drake & Associates

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

Historical chart of Drake & Associates 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 Drake & Associates 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 Drake & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $19M 226k 84.33
2023-09-30 $17M 222k 74.62
2023-06-30 $17M 219k 78.26
2023-03-31 $16M 219k 73.78
2022-12-31 $15M 214k 70.63
2022-09-30 $14M 218k 62.61
2022-06-30 $14M 210k 66.88

More positions owned by Drake & Associates

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Us Vlu (IUSV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Global 100 Etf (IOO)
Ssga Active Etf Tr Blackstone Senr (SRLN)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Drake & Associates

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