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iShares Russell 3000 Value Index shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 21k 90.44

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Wisdomtree Tr Floatng Rat Trea (USFR)
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Capital Group Dividend Value Shs Creation Uni (CGDV)
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Vanguard Specialized Funds Div App Etf (VIG)
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View all positions for Holistic Planning

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