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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

Tip: Access up to 7 years of quarterly data

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
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
Benjamin F. Edwards & Company
Raymond James Financial Services Advisors

View all funds holding iShares Russell 3000 Value Index