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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
2024-03-31 $6.5M 71k 90.44
2023-12-31 $4.3M 51k 84.33

More positions owned by Financial Advisory Corp

DaVita (DVA)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (XDEC)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Bloomberg High Y (JNK)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Vlu (IUSV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Financial Advisory Corp

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
Benjamin F. Edwards & Company
Raymond James Financial Services Advisors

View all funds holding iShares Russell 3000 Value Index