Burk Holdings »

iShares Russell 3000 Value Index shares owned by Burk Holdings

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

Historical chart of Burk Holdings 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 Burk Holdings 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 Burk Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $462k 4.6k 99.95
2025-06-30 $437k 4.6k 94.63
2025-03-31 $427k 4.6k 92.29
2024-12-31 $428k 4.6k 92.59

More positions owned by Burk Holdings

Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Small Cap Val (DFSV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Burk Holdings

Top funds holding iShares Russell 3000 Value Index

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UBS Group
Raymond James Financial
Royal Bank of Canada
Commonwealth Equity Services
Modera Wealth Management

View all funds holding iShares Russell 3000 Value Index