Alan Leist III »

iShares Russell 3000 Value Index shares owned by Alan Leist III

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

Historical chart of Alan Leist III 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 Alan Leist III 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 Alan Leist III

Quarter filed Position value Share count Share price at filing
2024-03-31 $883k 9.8k 90.44
2023-12-31 $948k 11k 84.33
2023-09-30 $968k 13k 74.62
2023-06-30 $1.0M 13k 79.30
2023-03-31 $665k 9.0k 73.78
2022-12-31 $207k 2.9k 70.63

More positions owned by Alan Leist III

Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Intrm Gov Cr Etf (GVI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Emng Mkts Eqt (EMGF)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Wellington Us Momentum (VFMO)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Msci Usa Value (VLUE)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Ser Tr S&p Biotech (XBI)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)

View all positions for Alan Leist III

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Ronald Blue Trust
Signature
Envestnet Asset Management
Aspiriant
Merit Financial Group
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
BlackRock
Wells Fargo & Company
William Blair $ Company
Modera Wealth Management

View all funds holding iShares Russell 3000 Value Index