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iShares Russell 3000 Value Index shares owned by Watchman Group

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

Historical chart of Watchman Group 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 Watchman Group 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 Watchman Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $987k 10k 95.49
2024-06-30 $868k 9.8k 88.13
2024-03-31 $984k 11k 90.44
2023-09-30 $1.8M 25k 74.62
2023-06-30 $2.6M 33k 78.26
2023-03-31 $1.5M 20k 73.78
2022-12-31 $939k 13k 70.63

More positions owned by Watchman Group

Ishares Tr 1 3 Yr Treas Bd (SHY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
T Rowe Price Etf Small Mid Cap (TMSL)
Etf Opportunities Trust Applied Fina Val (VSLU)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Ea Series Trust Freedom 100 Em (FRDM)
Microsoft Corporation (MSFT)
Stryker Corporation (SYK)

View all positions for Watchman Group

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