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iShares Russell 3000 Value Index shares owned by B.O.S.S. Retirement Advisors

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by B.O.S.S. Retirement Advisors from 13F filings

Historical chart of B.O.S.S. Retirement 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 B.O.S.S. Retirement 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 B.O.S.S. Retirement Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $207k 2.0k 102.25

More positions owned by B.O.S.S. Retirement Advisors

Spdr Series Trust State Street Spd (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Costco Wholesale Corporation (COST)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Aim Etf Products Trust Allianzim Us Eqt (SIXO)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)

View all positions for B.O.S.S. Retirement Advisors

Top funds holding iShares Russell 3000 Value Index

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

View all funds holding iShares Russell 3000 Value Index