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iShares Russell 3000 Value Index shares owned by Bernard Wealth Management Corp.

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

Historical chart of Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2k 22 99.95

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Amazon (AMZN)
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