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iShares Russell 3000 Value Index shares owned by Summit Equities

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

Historical chart of Summit Equities 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 Summit Equities 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 Summit Equities

Quarter filed Position value Share count Share price at filing
2018-09-30 $1.7M 30k 56.38
2018-06-30 $1.6M 30k 53.68
2018-03-31 $1.5M 29k 53.12
2017-12-31 $1.6M 30k 55.40
2017-09-30 $1.4M 27k 52.35
2017-06-30 $1.2M 23k 50.95
2017-03-31 $756k 15k 50.46
2016-12-31 $359k 7.3k 49.09

More positions owned by Summit Equities

Vanguard Total Stock Market ETF (VTI)
Vanguard FTSE All-World ex-US ETF (VEU)
Vanguard Mid-Cap Value ETF (VOE)
Vanguard Value ETF (VTV)
Spdr Index Shs Fds s^p global nat res (GNR)
Vanguard Small-Cap Value ETF (VBR)
United Sts Commodity Index F (USCI)
Vanguard Energy ETF (VDE)
Ishares Tr core tl usd bd (IUSB)
Vanguard Europe Pacific ETF (VEA)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
iShares Russell 1000 Index (IWB)
iShares Russell 3000 Value Index (IUSV)
Vanguard Intermediate-Term Bond ETF (BIV)
Vanguard Intermediate Tm Cpte Bd ETF (VCIT)

View all positions for Summit Equities

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
Royal Bank of Canada
CWM
Benjamin F. Edwards & Company

View all funds holding iShares Russell 3000 Value Index