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iShares Russell 3000 Value Index shares owned by MCF Advisors

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

Historical chart of MCF 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 MCF 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 MCF Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $201k 2.0k 99.95
2025-06-30 $190k 2.0k 94.63
2025-03-31 $185k 2.0k 92.29
2024-12-31 $186k 2.0k 92.59
2024-09-30 $192k 2.0k 95.49
2024-06-30 $177k 2.0k 88.13
2024-03-31 $182k 2.0k 90.44
2023-12-31 $169k 2.0k 84.33
2023-09-30 $151k 2.0k 75.06
2023-06-30 $157k 2.0k 78.26
2023-03-31 $148k 2.0k 73.78
2022-12-31 $142k 2.0k 70.63
2022-09-30 $126k 2.0k 62.75
2022-06-30 $197k 2.9k 66.87
2022-03-31 $224k 2.9k 76.04
2021-09-30 $177k 2.5k 70.91
2021-06-30 $144k 2.0k 71.71
2021-03-31 $138k 2.0k 68.73
2020-12-31 $125k 2.0k 62.25
2020-09-30 $109k 2.0k 54.28
2020-06-30 $105k 2.0k 52.29
2020-03-31 $93k 2.0k 46.31
2019-12-31 $127k 2.0k 63.25
2019-09-30 $116k 2.0k 57.77
2019-06-30 $284k 5.0k 56.63
2019-03-31 $282k 5.1k 54.92
2018-12-31 $252k 5.1k 49.07
2018-09-30 $290k 5.1k 56.48
2018-06-30 $120k 2.2k 53.50
2018-03-31 $119k 2.2k 53.05
2017-12-31 $124k 2.2k 55.28
2017-09-30 $126k 2.4k 52.43
2017-06-30 $122k 2.4k 50.77
2017-03-31 $127k 2.5k 50.46
2016-12-31 $124k 2.5k 49.26
2016-09-30 $116k 2.5k 46.09
2016-06-30 $113k 839 134.68
2016-03-31 $131k 1.0k 128.68
2015-12-31 $130k 1.0k 127.70
2015-09-30 $124k 1.0k 121.81
2015-06-30 $137k 1.0k 134.58
2015-03-31 $137k 1.0k 134.58
2014-12-31 $210k 1.5k 136.36

More positions owned by MCF Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfolio Short (SPSB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for MCF Advisors

Top funds holding iShares Russell 3000 Value Index

LPL Financial
Morgan Stanley
Jones Financial Companies, L.L
Envestnet Asset Management
Ronald Blue Trust
Signature
Aspiriant
Kestra Investment Management
Merit Financial Group
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
Royal Bank of Canada
Commonwealth Equity Services
Modera Wealth Management

View all funds holding iShares Russell 3000 Value Index