Paul Damon & Associates »

iShares Russell 3000 Value Index shares owned by Paul Damon & Associates

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Paul Damon & Associates from 13F filings

Historical chart of Paul Damon & Associates 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 Paul Damon & Associates 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 Paul Damon & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 29k 95.49
2024-06-30 $2.3M 26k 88.13
2024-03-31 $2.0M 22k 90.44
2023-12-31 $1.5M 18k 84.33
2023-09-30 $417k 5.6k 74.62

More positions owned by Paul Damon & Associates

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
First Tr Value Line Divid In SHS (FVD)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Core S&p Us Vlu (IUSV)
Microsoft Corporation (MSFT)

View all positions for Paul Damon & Associates

Top funds holding iShares Russell 3000 Value Index

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

View all funds holding iShares Russell 3000 Value Index