Wiley Bros.-aintree Capital »

iShares Russell 3000 Value Index shares owned by Wiley Bros.-aintree Capital

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Wiley Bros.-aintree Capital from 13F filings

Historical chart of Wiley Bros.-aintree Capital 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 Wiley Bros.-aintree Capital 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 Wiley Bros.-aintree Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.6M 38k 92.85
2024-09-30 $3.2M 34k 95.49
2024-06-30 $1.9M 21k 88.13
2024-03-31 $461k 5.1k 90.44

More positions owned by Wiley Bros.-aintree Capital

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
JPMorgan Chase & Co. (JPM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Amazon (AMZN)
Broadcom (AVGO)
Wal-Mart Stores (WMT)
Vanguard Index Fds Growth Etf (VUG)
Blackrock (BLK)
Johnson & Johnson (JNJ)

View all positions for Wiley Bros.-aintree Capital

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Ronald Blue Trust
Envestnet Asset Management
Jones Financial Companies, L.L
Signature
Aspiriant
Kestra Investment Management
Life Planning Partners
Jpmorgan Chase & Co
Merit Financial Group
UBS Group
BlackRock
Commonwealth Equity Services

View all funds holding iShares Russell 3000 Value Index