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iShares Russell 3000 Value Index shares owned by Sittner & Nelson

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

Historical chart of Sittner & Nelson investment in iShares Russell 3000 Value Index

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All positions including iShares Russell 3000 Value Index held by Sittner & Nelson 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 Sittner & Nelson

Quarter filed Position value Share count Share price at filing
2023-09-30 $12k 158 74.62
2023-06-30 $12k 158 78.26
2023-03-31 $12k 158 73.78
2022-12-31 $11k 158 70.63
2022-09-30 $10k 158 63.29
2022-06-30 $11k 158 69.62
2022-03-31 $12k 158 75.95

More positions owned by Sittner & Nelson

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)
Chevron Corporation (CVX)
Starbucks Corporation (SBUX)
Stryker Corporation (SYK)
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)
Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Costco Wholesale Corporation (COST)
Nike Inc Cl B CL B (NKE)
Alphabet Inc Cl A Cap Stk Cl A (GOOGL)
Johnson & Johnson (JNJ)
Spdr S&p 500 Etf Tr Tr Unit Tr Unit (SPY)
Amazon (AMZN)

View all positions for Sittner & Nelson

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
Benjamin F. Edwards & Company
Raymond James Financial Services Advisors

View all funds holding iShares Russell 3000 Value Index