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iShares Russell 3000 Value Index shares owned by Alpha Zero

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

Historical chart of Alpha Zero 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 Alpha Zero 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 Alpha Zero

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.9M 89k 99.95
2025-06-30 $7.8M 83k 94.63
2025-03-31 $6.6M 72k 92.29
2024-12-31 $6.1M 65k 92.59

More positions owned by Alpha Zero

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Short Treas Bd (SHV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Gold Tr Ishares New (IAU)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)

View all positions for Alpha Zero

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