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iShares Russell 3000 Value Index shares owned by Crestwood Advisors

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

Historical chart of Crestwood 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 Crestwood 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 Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 20k 90.44
2023-12-31 $1.7M 20k 84.33
2023-09-30 $1.8M 24k 74.62

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Costco Whsl Corp Stock (COST)
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View all positions for Crestwood Advisors

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