Arkadios Wealth Advisors »

iShares Russell 3000 Value Index shares owned by Arkadios Wealth Advisors

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

Historical chart of Arkadios Wealth Advisors 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 Arkadios Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Value Index by Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.2M 51k 102.52
2025-09-30 $408k 4.1k 99.96
2025-06-30 $369k 3.9k 94.59
2025-03-31 $353k 3.8k 92.28
2021-09-30 $23k 326 70.55
2021-06-30 $74k 1.0k 71.57
2021-03-31 $57k 834 68.35
2020-12-31 $44k 708 62.15
2019-12-31 $2.2k 35 63.71

More positions owned by Arkadios Wealth Advisors

Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Spdr S&p 500 Etf Trust Etf (SPY)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Invesco Qqq Trust Series I Etf (QQQ)
Angel Oak Income Etf Etf (CARY)
Jpmorgan Chase & Co Stock (JPM)
Broadcom Stock (AVGO)
Fidelity Total Bond Etf Etf (FBND)
Ishares S&p 500 Growth Etf Etf (IVW)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)

View all positions for Arkadios Wealth Advisors

Top funds holding iShares Russell 3000 Value Index

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

View all funds holding iShares Russell 3000 Value Index