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iShares Russell 3000 Value Index shares owned by Adviser Investments

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

Historical chart of Adviser Investments 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 Adviser Investments 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 Adviser Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 21k 90.44
2023-12-31 $1.8M 22k 84.33
2023-09-30 $1.6M 22k 74.62
2023-06-30 $2.2M 28k 78.26
2023-03-31 $2.3M 31k 73.78
2022-12-31 $2.1M 28k 74.11

More positions owned by Adviser Investments

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Ser Tr Portfolio Crport (SPBO)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Mbs Etf (MBB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Wellington Us Value Factr (VFVA)

View all positions for Adviser Investments

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