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iShares Russell 3000 Value Index shares owned by Eldridge Investment Advisors

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

Historical chart of Eldridge Investment 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 Eldridge Investment 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 Eldridge Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.1M 96k 84.33
2023-09-30 $829k 11k 74.62
2023-06-30 $863k 11k 78.25
2023-03-31 $873k 12k 73.79
2022-12-31 $731k 10k 70.62
2022-09-30 $656k 11k 62.63
2022-06-30 $764k 11k 66.90
2022-03-31 $2.1M 27k 75.88
2021-12-31 $1.3M 18k 76.31
2021-09-30 $1.2M 16k 70.91
2021-06-30 $1.2M 17k 71.97
2021-03-31 $1.1M 16k 68.90
2020-12-31 $1.3M 21k 62.19
2020-09-30 $352k 6.5k 54.35
2020-06-30 $260k 5.0k 52.25
2019-12-31 $780k 12k 63.01

More positions owned by Eldridge Investment Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p Total U S Stock Market Etf Etf (ITOT)
Jp Morgan Nasdaq Equity Prem Income Etf Etf (JEPQ)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Invesco Qqq Etf Etf (QQQ)
Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket Etf (GBIL)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
First Trust Exchange Traded Fund Vi Rising Div Achievers Etf Etf (RDVY)
Jpmorgan Betabuilders Japan Etf Etf (BBJP)
First Trust Exchange Traded Fund Iii Pfd Secs & Income Etf Etf (FPE)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Core S&p U S Value Etf Etf (IUSV)
Spdr Ssga Multi Asset Real Return Etf Etf (RLY)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Dimensional World Ex U S Core Equity 2 Etf Etf (DFAX)

View all positions for Eldridge Investment Advisors

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
Ronald Blue Trust
Signature
Aspiriant
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
Wells Fargo & Company
William Blair $ Company
Goldman Sachs Group
Modera Wealth Management
Royal Bank of Canada
CWM
Raymond James Financial Services Advisors
Benjamin F. Edwards & Company

View all funds holding iShares Russell 3000 Value Index