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iShares Russell 3000 Value Index shares owned by Sanctuary Advisors

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

Historical chart of Sanctuary Advisors 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 Sanctuary Advisors 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 Sanctuary Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $21M 237k 87.12

More positions owned by Sanctuary Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Total Usd (IUSB)
Exxon Mobil Corporation (XOM)

View all positions for Sanctuary Advisors

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
UBS Group
Jpmorgan Chase & Co
Kestra Investment Management
Commonwealth Equity Services
BlackRock
Wells Fargo & Company

View all funds holding iShares Russell 3000 Value Index