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iShares Russell 3000 Value Index shares owned by SC&H Financial Advisors

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

Historical chart of SC&H Financial 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 SC&H Financial 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 SC&H Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $306k 3.4k 90.44
2023-12-31 $284k 3.4k 84.33
2023-09-30 $250k 3.3k 74.61
2023-06-30 $262k 3.3k 78.25
2023-03-31 $261k 3.5k 73.78
2022-03-31 $201k 2.7k 75.82

More positions owned by SC&H Financial Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Equity Etf (DFUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Dimensional Etf Trust Short Duration F (DFSD)
Microsoft Corporation (MSFT)

View all positions for SC&H Financial Advisors

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