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iShares Russell 3000 Value Index shares owned by Elevatus Welath Management

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

Historical chart of Elevatus Welath Management 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 Elevatus Welath Management 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 Elevatus Welath Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $231k 2.6k 88.14
2024-03-31 $237k 2.6k 90.45
2023-12-31 $221k 2.6k 84.34

More positions owned by Elevatus Welath Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Powershares Actively Managed Aaa Clo Fltng Rt (ICLO)
Meta Platforms Cl A (META)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Advanced Micro Devices (AMD)
Genco Shipping & Trading SHS (GNK)
Ecolab (ECL)
Palo Alto Networks (PANW)
Eli Lilly & Co. (LLY)
Crowdstrike Hldgs Cl A (CRWD)
Quanta Services (PWR)
L3harris Technologies (LHX)

View all positions for Elevatus Welath Management

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