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iShares Russell 3000 Value Index shares owned by Baltimore-Washington Financial Advisors

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

Historical chart of Baltimore-Washington Financial 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 Baltimore-Washington Financial Advisors 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 Baltimore-Washington Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $775k 7.0k 110.15

More positions owned by Baltimore-Washington Financial Advisors

Vanguard Index Fds Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Amazon (AMZN)
Spdr Series Trust ST STR P500GRW (SPYG)

View all positions for Baltimore-Washington Financial Advisors

Top funds holding iShares Russell 3000 Value Index

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

View all funds holding iShares Russell 3000 Value Index