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iShares Russell 3000 Value Index shares owned by Fortis Advisors

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

Historical chart of Fortis 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 Fortis 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 Fortis Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $935k 13k 74.62
2023-06-30 $980k 13k 78.26
2023-03-31 $921k 13k 73.78
2022-12-31 $883k 13k 70.63
2022-09-30 $767k 12k 62.58
2022-06-30 $1.1M 16k 66.91
2022-03-31 $1.2M 16k 75.90
2021-12-31 $1.2M 16k 76.32
2021-09-30 $1.1M 16k 70.88
2021-06-30 $1.4M 20k 71.94
2021-03-31 $2.4M 57k 43.00
2020-12-31 $4.4M 70k 62.20
2020-09-30 $4.5M 83k 54.29
2020-06-30 $8.8M 168k 52.23
2020-03-31 $18M 379k 46.18
2019-12-31 $20M 318k 63.02
2019-09-30 $12M 210k 57.80
2019-06-30 $12M 206k 56.65
2019-03-31 $11M 205k 54.83
2018-12-31 $10M 206k 49.09
2018-09-30 $1.2M 22k 56.39
2018-06-30 $1.2M 22k 53.67
2018-03-31 $1.2M 22k 53.12
2017-12-31 $1.7M 31k 55.40
2017-09-30 $1.8M 34k 52.36

More positions owned by Fortis Advisors

Vanguard Ultra-short Bond Etf Etf (VUSB)
Vanguard Short-term Bond Etf Etf (BSV)
Vanguard U.s. Value Factor Etf Etf (VFVA)
Doubleline Opportunistic Bond Etf Etf (DBND)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Global Consumer Staples Etf Etf (KXI)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Vanguard Dividend Appreciation Etf Etf (VIG)
Spdr Gold Minishares Trust Etf (GLDM)
Fidelity Msci Utilities Index Etf Etf (FUTY)

View all positions for Fortis 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
Benjamin F. Edwards & Company
Raymond James Financial Services Advisors

View all funds holding iShares Russell 3000 Value Index