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iShares Russell 3000 Value Index shares owned by Alteri Wealth

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

Historical chart of Alteri 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 Alteri 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 Alteri Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $207M 2.1k 99955.66
2025-06-30 $244M 2.6k 94613.59
2025-03-31 $238M 2.6k 92289.82

More positions owned by Alteri Wealth

Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Broadcom Stock (AVGO)
Microsoft Corp Stock (MSFT)
Walmart Stock (WMT)
Exxon Mobil Corp Stock (XOM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Amazon Stock (AMZN)
Jpmorgan Chase & Co Stock (JPM)
Bank America Corp Stock (BAC)
Meta Platforms Inc Cl A Stock (META)
Intel Corp Stock (INTC)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Tesla Stock (TSLA)
Amgen Stock (AMGN)

View all positions for Alteri Wealth

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