Daymark Wealth Partners »

iShares Russell 3000 Value Index shares owned by Daymark Wealth Partners

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

Historical chart of Daymark Wealth Partners 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 Daymark Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Value Index by Daymark Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $246k 2.9k 84.33

More positions owned by Daymark Wealth Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amgen (AMGN)
Alphabet Cap Stk Cl A (GOOGL)
Progressive Corporation (PGR)
Johnson & Johnson (JNJ)
Us Bancorp Del Com New (USB)
Exxon Mobil Corporation (XOM)
Home Depot (HD)
J P Morgan Exchange Traded F Betabuilders I (BBIN)

View all positions for Daymark Wealth Partners

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