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iShares Russell 3000 Value Index shares owned by Garrett Wealth Advisory Group

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

Historical chart of Garrett Wealth Advisory Group 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 Garrett Wealth Advisory Group 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 Garrett Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 15k 95.49
2024-06-30 $516k 5.9k 88.13
2019-09-30 $39k 680 57.80

More positions owned by Garrett Wealth Advisory Group

Energy Transfer Com Ut Ltd Ptn (ET)
Wisdomtree Tr Us Largecap Fund (EPS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Msci Usa Strtgic (QUS)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Mmentm (MTUM)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Garrett Wealth Advisory Group

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Ronald Blue Trust
Signature
Envestnet Asset Management
Jones Financial Companies, L.L
Aspiriant
Kestra Investment Management
Life Planning Partners
Jpmorgan Chase & Co
Merit Financial Group
UBS Group
BlackRock
Commonwealth Equity Services
Wells Fargo & Company

View all funds holding iShares Russell 3000 Value Index