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iShares Russell 3000 Value Index shares owned by Arlington Trust

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

Historical chart of Arlington Trust 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 Arlington Trust 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 Arlington Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $136k 1.5k 90.44
2023-12-31 $195k 2.3k 84.33

More positions owned by Arlington Trust

Vanguard High Dividend Yield ETF (VYM)
Vanguard Europe Pacific ETF (VEA)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard Int High Dvd Yld In exchange traded funds (VYMI)
Microsoft Corporation (MSFT)
Schwab Strategic Tr us lrg cap etf (SCHX)
Vanguard Total Stock Market ETF (VTI)
Apple (AAPL)
Berkshire Hathaway (BRK.B)
iShares S&P 500 Value Index (IVE)
Proshares Tr russ 2000 divd (SMDV)
Spdr S&p 500 Etf (SPY)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Inc Class A cs (GOOGL)

View all positions for Arlington Trust

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
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Merit Financial Group
UBS Group
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Wells Fargo & Company
William Blair $ Company
Goldman Sachs Group
Modera Wealth Management
Auto-Owners Insurance

View all funds holding iShares Russell 3000 Value Index