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iShares Russell 3000 Value Index shares owned by Moloney Securities Asset Management

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Moloney Securities Asset Management from 13F filings

Historical chart of Moloney Securities Asset Management 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 Moloney Securities Asset Management 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 Moloney Securities Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 24k 90.44
2023-12-31 $1.9M 22k 84.33
2023-09-30 $1.7M 23k 74.62
2023-06-30 $1.8M 23k 78.26
2023-03-31 $1.6M 21k 73.78
2022-12-31 $1.5M 21k 70.63
2022-09-30 $1.3M 21k 62.61
2022-06-30 $1.4M 21k 66.90
2022-03-31 $1.6M 21k 75.85
2021-12-31 $1.4M 19k 76.33
2021-09-30 $1.3M 19k 70.89
2021-06-30 $1.4M 19k 71.95
2021-03-31 $1.3M 19k 68.89
2020-12-31 $1.1M 19k 62.18
2020-09-30 $1.0M 19k 54.27
2020-06-30 $964k 19k 52.21
2020-03-31 $875k 19k 46.17
2019-12-31 $1.2M 19k 63.01
2019-09-30 $1.1M 19k 57.80
2019-06-30 $1.1M 19k 56.65
2019-03-31 $1.0M 19k 54.82
2018-12-31 $934k 19k 49.09
2018-09-30 $1.0M 18k 56.36
2018-06-30 $959k 18k 53.67
2018-03-31 $944k 18k 53.13
2017-12-31 $984k 18k 55.38
2017-09-30 $847k 16k 52.32
2017-06-30 $747k 15k 50.97
2017-03-31 $689k 14k 50.46
2016-12-31 $286k 5.8k 49.14

More positions owned by Moloney Securities Asset Management

Microsoft Corporation (MSFT)
iShares S&P 500 Index (IVV)
Apple (AAPL)
iShares Lehman Aggregate Bond (AGG)
Invesco Qqq Trust Series 1 (QQQ)
Berkshire Hathaway (BRK.B)
Vanguard Total Stock Market ETF (VTI)
Invesco Senior Loan Etf otr (BKLN)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
RBB (TBIL)
Spdr S&p 500 Etf (SPY)
Alphabet Inc Class A cs (GOOGL)
Invesco Exchange Traded Fd T s&p500 pur gwt (RPG)
Exxon Mobil Corporation (XOM)

View all positions for Moloney Securities Asset Management

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