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iShares Russell 3000 Value Index shares owned by NewFocus Financial

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

Historical chart of NewFocus Financial investment in iShares Russell 3000 Value Index

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All positions including iShares Russell 3000 Value Index held by NewFocus Financial 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 NewFocus Financial

Quarter filed Position value Share count Share price at filing
2020-12-31 $2.7M 43k 62.18
2020-09-30 $2.8M 51k 54.29
2020-06-30 $3.6M 69k 52.23
2020-03-31 $3.4M 73k 46.18

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View all positions for NewFocus Financial

Top funds holding iShares Russell 3000 Value Index

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

View all funds holding iShares Russell 3000 Value Index