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iShares Russell 3000 Value Index shares owned by Spears Abacus Advisors

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

Historical chart of Spears Abacus 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 Spears Abacus 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 Spears Abacus Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $337k 4.5k 74.62
2023-06-30 $353k 4.5k 78.26
2023-03-31 $333k 4.5k 73.78

More positions owned by Spears Abacus Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Thermo Fisher Scientific (TMO)
Oracle Corporation (ORCL)
Alphabet Cap Stk Cl A (GOOGL)
Chubb (CB)
Alphabet Cap Stk Cl C (GOOG)
Aon Shs Cl A (AON)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Intercontinental Exchange (ICE)
Danaher Corporation (DHR)
Comcast Corp Cl A (CMCSA)
JPMorgan Chase & Co. (JPM)
Adobe Systems Incorporated (ADBE)
Mondelez Intl Cl A (MDLZ)

View all positions for Spears Abacus Advisors

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
Ronald Blue Trust
Signature
Aspiriant
Merit Financial Group
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
Wells Fargo & Company
William Blair $ Company
Goldman Sachs Group
Modera Wealth Management
Auto-Owners Insurance
Royal Bank of Canada
CWM

View all funds holding iShares Russell 3000 Value Index