DDFG »

iShares Russell 3000 Value Index shares owned by DDFG

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

Historical chart of DDFG investment in iShares Russell 3000 Value Index

Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 202514B16B18B20B22B210k220k230k240k
Value ($)Share countHistorical IUSV position of DDFG Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value Index held by DDFG 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 DDFG

Quarter filed Position value Share count Share price at filing
2024-12-31 $22B 241k 92589.93
2024-09-30 $22B 228k 95489.79
2024-06-30 $20B 221k 88129.96
2024-03-31 $20B 215k 90440.18
2023-09-30 $16B 218k 74620.12
2023-06-30 $18B 223k 78260.09
2023-03-31 $16B 214k 73779.99
2022-12-31 $14B 205k 70630.09

More positions owned by DDFG

Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr U S Equity Factr (LRGF)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Intl Eqty Factor (INTF)

View all positions for DDFG

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Ronald Blue Trust
Envestnet Asset Management
Jones Financial Companies, L.L
Signature
Aspiriant
Kestra Investment Management
Merit Financial Group
Jpmorgan Chase & Co
UBS Group
BlackRock
Commonwealth Equity Services
Raymond James Financial

View all funds holding iShares Russell 3000 Value Index