Eight 31 Financial »

iShares Russell 3000 Value Index shares owned by Eight 31 Financial

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Eight 31 Financial from 13F filings

Historical chart of Eight 31 Financial investment in iShares Russell 3000 Value Index

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All positions including iShares Russell 3000 Value Index held by Eight 31 Financial 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 Eight 31 Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $262k 2.9k 90.44
2023-12-31 $252k 3.0k 84.33

More positions owned by Eight 31 Financial

Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Highpeak Energy (HPK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pioneer Natural Resources (PXD)
Apple (AAPL)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Exxon Mobil Corporation (XOM)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Permian Resources Corp Class A Com (PR)
Highpeak Energy *w Exp 08/21/202 (HPKEW)

View all positions for Eight 31 Financial

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Ronald Blue Trust
Signature
Envestnet Asset Management
Aspiriant
Merit Financial Group
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
BlackRock
Wells Fargo & Company
William Blair $ Company
Modera Wealth Management

View all funds holding iShares Russell 3000 Value Index