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iShares Russell 3000 Value Index shares owned by Buck Wealth Strategies

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

Historical chart of Buck Wealth Strategies 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 Buck Wealth Strategies 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 Buck Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $116k 1.1k 110.15

More positions owned by Buck Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust ST STR P500GRW (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Alphabet Cap Stk Cl A (GOOGL)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
Visa Com Cl A (V)

View all positions for Buck Wealth Strategies

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
Raymond James Financial
UBS Group
Royal Bank of Canada
Pnc Financial Services
Benjamin Edwards

View all funds holding iShares Russell 3000 Value Index