Mount Yale Investment Advisors »

iShares Russell 3000 Value Index shares owned by Mount Yale Investment Advisors

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

Historical chart of Mount Yale Investment 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 Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Value Index by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.0M 39k 102.25
2025-06-30 $26k 275 94.57
2019-09-30 $1.1M 18k 60.85
2019-06-30 $995k 18k 55.34
2019-03-31 $986k 18k 54.84
2018-12-31 $976k 18k 53.46

More positions owned by Mount Yale Investment Advisors

Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)
JPMorgan Chase & Co. (JPM)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Home Depot (HD)

View all positions for Mount Yale Investment Advisors

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Envestnet Asset Management
Jones Financial Companies, L.L
Signature
Ronald Blue Trust
Kestra Investment Management
Aspiriant
Merit Financial Group
Raymond James Financial
UBS Group
Royal Bank of Canada
Pnc Financial Services
Auto-Owners Insurance

View all funds holding iShares Russell 3000 Value Index