Derby & Company »

iShares Russell 3000 Value Index shares owned by Derby & Company

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

Historical chart of Derby & Company 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 Derby & Company 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 Derby & Company

Quarter filed Position value Share count Share price at filing
2021-09-30 $2.0M 29k 70.88
2021-06-30 $2.0M 28k 71.96
2021-03-31 $1.9M 27k 68.91

More positions owned by Derby & Company

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core Us Aggbd Et (AGG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard World Fds Financials Etf (VFH)
Golub Capital BDC (GBDC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Ser Tr Nuveen Blmbrg Sr (SHM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)

View all positions for Derby & Company

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