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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

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

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Quarterly reported holdings in iShares Russell 3000 Value Index by DDFG

Quarter filed Position value Share count Share price at filing
2025-09-30 $27B 271k 99949.89
2025-06-30 $25B 259k 94629.95
2025-03-31 $24B 256k 92290.15
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 Core S&p Us Gwt (IUSG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Gold Tr Gold Shs (GLD)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for DDFG

Top funds holding iShares Russell 3000 Value Index

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

View all funds holding iShares Russell 3000 Value Index