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iShares Russell 3000 Value Index shares owned by 1 North Wealth Services

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by 1 North Wealth Services from 13F filings

Historical chart of 1 North Wealth Services 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 1 North Wealth Services 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 1 North Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $90k 900 99.95
2025-06-30 $85k 900 94.63
2024-12-31 $202k 2.2k 92.59

More positions owned by 1 North Wealth Services

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Gold Tr Gold Shs (GLD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Jpmorgan Usd Emg (EMB)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Globl Cash Etf (GCOW)
Apple (AAPL)
Ishares Msci Emrg Chn (EMXC)
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)

View all positions for 1 North Wealth Services

Top funds holding iShares Russell 3000 Value Index

LPL Financial
Morgan Stanley
Jones Financial Companies, L.L
Envestnet Asset Management
Ronald Blue Trust
Signature
Aspiriant
Kestra Investment Management
Merit Financial Group
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
Royal Bank of Canada
Commonwealth Equity Services
Modera Wealth Management

View all funds holding iShares Russell 3000 Value Index