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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
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 Us Treas Bd Etf (GOVT)
Ishares Tr Core Msci Intl (IDEV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio Short (SPSB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
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)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Ishares Tr Ibonds Dec25 Etf (IBDQ)

View all positions for MCF Advisors

Top funds holding iShares Russell 3000 Value Index

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

View all funds holding iShares Russell 3000 Value Index