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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
2024-12-31 $21M 221k 95.87
2024-09-30 $22M 224k 98.97
2024-06-30 $21M 237k 87.12

More positions owned by Sanctuary Advisors

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Sanctuary Advisors

Top funds holding iShares Russell 3000 Value Index

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

View all funds holding iShares Russell 3000 Value Index