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iShares Russell 3000 Value Index shares owned by Premier Path Wealth Partners

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

Historical chart of Premier Path Wealth 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 Premier Path Wealth 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 Premier Path Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $585k 6.5k 90.44
2023-12-31 $563k 8.2k 68.68

More positions owned by Premier Path Wealth Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
NVIDIA Corporation (NVDA)
Ishares Tr Usd Inv Grde Etf (USIG)
Amazon (AMZN)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Select Sector Spdr Tr Sbi Int-inds (XLI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Meta Platforms Cl A (META)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Premier Path Wealth Partners

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Ronald Blue Trust
Signature
Aspiriant
Merit Financial Group
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
BlackRock
Wells Fargo & Company
William Blair $ Company
Goldman Sachs Group
Modera Wealth Management
Auto-Owners Insurance

View all funds holding iShares Russell 3000 Value Index