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
2024-03-31 $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)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)

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
Aspiriant
Merit Financial Group
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
BlackRock
Wells Fargo & Company
William Blair $ Company
Modera Wealth Management

View all funds holding iShares Russell 3000 Value Index