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iShares Russell 3000 Value Index shares owned by McMahon Financial Advisors

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

Historical chart of McMahon Financial 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 McMahon Financial 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 McMahon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 138k 90.44
2023-12-31 $12M 139k 84.33
2023-09-30 $10M 135k 74.62
2023-06-30 $11M 134k 78.26
2023-03-31 $9.6M 130k 73.78

More positions owned by McMahon Financial Advisors

Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard World Mega Grwth Ind (MGK)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr Core S&p Us Vlu (IUSV)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr Global Energ Etf (IXC)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)

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

View all funds holding iShares Russell 3000 Value Index