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iShares Russell 3000 Value Index shares owned by R. W. Roge & Company

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

Historical chart of R. W. Roge & 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 R. W. Roge & Company 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 R. W. Roge & Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $846k 9.4k 90.46
2023-12-31 $654k 7.8k 84.23
2023-09-30 $503k 7.0k 71.44

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Intl (IDEV)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for R. W. Roge & Company

Top funds holding iShares Russell 3000 Value Index

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BlackRock
Wells Fargo & Company
William Blair $ Company
Modera Wealth Management

View all funds holding iShares Russell 3000 Value Index