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iShares Russell 3000 Value Index shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset 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 Envestnet Asset 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $133M 1.8M 74.62
2023-06-30 $140M 1.8M 78.26
2023-03-31 $117M 1.6M 73.78
2022-12-31 $116M 1.6M 70.63
2022-09-30 $110M 1.8M 62.61
2022-06-30 $98M 1.5M 66.88
2022-03-31 $111M 1.5M 75.87
2021-12-31 $101M 1.3M 76.34
2021-09-30 $104M 1.5M 70.88
2021-06-30 $110M 1.5M 71.96
2021-03-31 $83M 1.2M 68.90
2020-12-31 $70M 1.1M 62.19
2020-09-30 $58M 1.1M 54.29
2020-06-30 $57M 1.1M 52.23
2020-03-31 $47M 1.0M 46.18
2019-12-31 $61M 965k 63.02
2019-09-30 $119M 2.1M 57.80
2019-06-30 $108M 1.9M 56.65
2019-03-31 $93M 1.7M 54.83
2018-12-31 $72M 1.5M 49.09
2018-09-30 $47M 830k 56.38
2018-06-30 $41M 766k 53.68
2018-03-31 $37M 703k 52.53
2017-12-31 $25M 450k 55.40
2017-09-30 $16M 304k 52.35
2017-06-30 $8.4M 165k 50.94
2017-03-31 $1.2M 25k 50.51
2016-12-31 $1.4M 28k 49.15
2016-09-30 $1.7M 36k 46.10
2016-06-30 $2.1M 16k 134.29
2016-03-31 $1.8M 14k 128.73
2015-12-31 $1.1M 8.4k 127.40
2015-09-30 $585k 4.8k 121.70
2015-06-30 $605k 4.5k 134.80
2015-03-31 $507k 3.8k 134.91
2014-12-31 $52k 380 136.84
2014-09-30 $2.5M 19k 130.39
2014-06-30 $2.6M 20k 132.56
2014-03-31 $180k 1.4k 126.32
2013-12-31 $182k 1.5k 123.73
2013-09-30 $179k 1.6k 112.65
2013-06-30 $180k 1.6k 109.29

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)

View all positions for Envestnet Asset Management

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