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iShares Russell 3000 Value Index shares owned by Edge Advisors

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

Historical chart of Edge 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 Edge 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 Edge Advisors

Quarter filed Position value Share count Share price at filing
2018-06-30 $9.3M 174k 53.67
2018-03-31 $9.2M 174k 53.12
2017-12-31 $12M 215k 55.40
2017-09-30 $11M 215k 52.35
2017-06-30 $14M 272k 50.94
2017-03-31 $14M 277k 50.48
2016-12-31 $14M 277k 49.13

More positions owned by Edge Advisors

Vanguard High Dividend Yield ETF (VYM)
Spdr S&p 500 Etf (SPY)
Coca-Cola Company (KO)
Vanguard Europe Pacific ETF (VEA)
Exxon Mobil Corporation (XOM)
Vanguard Whitehall Fds Inc intl dvd etf (VIGI)
Microsoft Corporation (MSFT)
iShares Russell 1000 Growth Index (IWF)
Cisco Systems (CSCO)
BP (BP)
Enterprise Products Partners (EPD)
Royal Dutch Shell
iShares Russell 2000 Index (IWM)
Ishares Inc core msci emkt (IEMG)
iShares Lehman Aggregate Bond (AGG)

View all positions for Edge Advisors

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