Castellan Group »

iShares Russell 3000 Value Index shares owned by Castellan Group

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

Historical chart of Castellan Group 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 Castellan Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Value Index by Castellan Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0M 30k 102.54

More positions owned by Castellan Group

Ea Series Trust Castellan Target (CTEF)
Ea Series Trust Castellan Target (CTIF)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Alphabet Cap Stk Cl C (GOOG)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Exxon Mobil Corporation (XOM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
McKesson Corporation (MCK)
Apple (AAPL)
Select Sector Spdr Tr State Street Ene (XLE)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Castellan Group

Top funds holding iShares Russell 3000 Value Index

LPL Financial
Jones Financial Companies, L.L
Envestnet Asset Management
Signature
Ronald Blue Trust
Kestra Investment Management
Aspiriant
Merit Financial Group
Jpmorgan Chase & Co
Raymond James Financial
UBS Group
Royal Bank of Canada
Auto-Owners Insurance
Venturi Wealth Management
Pnc Financial Services

View all funds holding iShares Russell 3000 Value Index