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iShares Russell 3000 Value Index shares owned by Integer Wealth Advisors Group

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

Historical chart of Integer Wealth Advisors 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 Integer Wealth Advisors 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 Integer Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2021-03-31 $738k 11k 70.27
2020-12-31 $726k 12k 63.29
2020-09-30 $600k 11k 54.29
2020-06-30 $568k 11k 51.46
2020-03-31 $561k 11k 50.83
2019-12-31 $672k 11k 62.27

More positions owned by Integer Wealth Advisors Group

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr U.s. Real Es Etf (IYR)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Technology (XLK)

View all positions for Integer Wealth Advisors Group

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Ronald Blue Trust
Signature
Envestnet Asset Management
Aspiriant
Merit Financial Group
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
BlackRock
Wells Fargo & Company
William Blair $ Company
Modera Wealth Management

View all funds holding iShares Russell 3000 Value Index