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iShares Russell 3000 Value Index shares owned by Financial Advisory Corp

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

Historical chart of Financial Advisory Corp 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 Financial Advisory Corp 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 Financial Advisory Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.1M 75k 95.48
2024-06-30 $4.0M 46k 88.14
2024-03-31 $6.5M 71k 90.44
2023-12-31 $4.3M 51k 84.33

More positions owned by Financial Advisory Corp

First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (XDEC)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p Us Vlu (IUSV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Jpmorgan Usd Emg (EMB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)

View all positions for Financial Advisory Corp

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