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iShares Russell 3000 Value Index shares owned by Brass Tax Wealth Management

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

Historical chart of Brass Tax Wealth Management 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 Brass Tax Wealth Management 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 Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $21M 241k 88.13

More positions owned by Brass Tax Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Acwi Etf (ACWI)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Global 100 Etf (IOO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Brass Tax Wealth Management

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Ronald Blue Trust
Signature
Envestnet Asset Management
Aspiriant
Merit Financial Group
Jpmorgan Chase & Co
Kestra Investment Management
Commonwealth Equity Services
BlackRock
Wells Fargo & Company
William Blair $ Company
Venturi Wealth Management

View all funds holding iShares Russell 3000 Value Index