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iShares Russell 3000 Value Index shares owned by Alliance Private Wealth

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

Historical chart of Alliance Private Wealth 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 Alliance Private Wealth 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 Alliance Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $23M 221k 102.25

More positions owned by Alliance Private Wealth

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core S&p Mcp Etf (IJH)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Univrsl Usd (IUSB)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Alliance Private Wealth

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Envestnet Asset Management
Jones Financial Companies, L.L
Signature
Ronald Blue Trust
Kestra Investment Management
Aspiriant
Merit Financial Group
Raymond James Financial
UBS Group
Royal Bank of Canada
Pnc Financial Services
Auto-Owners Insurance

View all funds holding iShares Russell 3000 Value Index