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iShares Russell 3000 Value Index shares owned by DT Investment Partners

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

Historical chart of DT Investment 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 DT Investment Partners 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 DT Investment Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $109k 1.3k 85.27
2023-09-30 $96k 1.3k 74.62
2023-06-30 $104k 1.3k 80.81
2023-03-31 $96k 1.3k 74.77
2022-12-31 $91k 1.3k 70.63
2022-09-30 $80k 1.3k 62.35

More positions owned by DT Investment Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Eafe Etf (EFA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Small Cp Etf (VB)
Dow (DOW)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for DT Investment Partners

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
Ronald Blue Trust
Signature
Aspiriant
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
Wells Fargo & Company
William Blair $ Company
Goldman Sachs Group
Modera Wealth Management
Royal Bank of Canada
CWM
Benjamin F. Edwards & Company
Raymond James Financial Services Advisors

View all funds holding iShares Russell 3000 Value Index