Private Advisor »

iShares Russell 3000 Value Index shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 172k 84.33
2023-09-30 $12M 164k 74.62
2023-06-30 $13M 162k 78.52
2023-03-31 $13M 175k 73.78
2022-12-31 $2.0M 176k 11.17
2022-09-30 $11M 172k 62.61
2022-06-30 $12M 174k 66.88
2022-03-31 $11M 145k 75.87
2021-12-31 $11M 139k 76.34
2021-09-30 $9.6M 136k 70.88
2021-06-30 $9.5M 132k 71.96
2021-03-31 $9.0M 131k 68.90
2020-12-31 $8.4M 135k 62.19
2020-09-30 $9.1M 168k 54.16
2020-06-30 $8.1M 156k 52.23
2020-03-31 $6.5M 141k 46.18
2019-12-31 $11M 169k 63.02
2019-09-30 $9.9M 171k 57.95
2019-06-30 $10M 179k 56.65
2019-03-31 $25M 456k 54.83
2018-12-31 $10M 208k 49.09
2018-09-30 $24M 418k 56.61
2018-06-30 $18M 329k 53.63
2018-03-31 $5.3M 99k 53.12
2017-12-31 $14M 242k 56.47
2017-09-30 $13M 250k 52.74
2017-06-30 $16M 318k 50.89
2017-03-31 $8.4M 168k 50.17
2016-12-31 $1.0M 21k 49.60
2016-09-30 $498k 11k 45.65
2016-06-30 $458k 3.4k 133.10
2015-12-31 $240k 1.9k 127.52
2015-09-30 $229k 1.9k 121.61
2015-06-30 $254k 1.9k 134.89
2015-03-31 $333k 2.5k 135.09
2014-12-31 $290k 2.1k 136.47
2014-09-30 $350k 2.7k 130.21
2014-06-30 $329k 2.5k 132.55

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Private Advisor

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
Raymond James Financial Services Advisors
Benjamin F. Edwards & Company

View all funds holding iShares Russell 3000 Value Index