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iShares Russell 3000 Value Index shares owned by WFA of San Diego

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

Historical chart of WFA of San Diego 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 WFA of San Diego 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 WFA of San Diego

Quarter filed Position value Share count Share price at filing
2023-09-30 $45k 600 74.62
2023-06-30 $47k 600 78.26
2022-12-31 $42k 600 70.63
2022-06-30 $40k 600 66.67

More positions owned by WFA of San Diego

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Lincoln Electric Holdings (LECO)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Qualcomm (QCOM)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Federated Hermes Etf Trust Short Duration H (FHYS)

View all positions for WFA of San Diego

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