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iShares Russell 3000 Value Index shares owned by BFC Planning

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

Historical chart of BFC Planning 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 BFC Planning 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 BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.5M 23k 110.15
2026-03-31 $2.5M 24k 102.25
2025-12-31 $2.4M 24k 102.54
2025-09-30 $14k 143 99.88
2025-06-30 $14k 142 94.77
2025-03-31 $13k 142 92.01
2024-12-31 $13k 141 92.59

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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Micron Technology (MU)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust ST STR PR SP1500 (SPTM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for BFC Planning

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
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
Benjamin Edwards

View all funds holding iShares Russell 3000 Value Index