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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
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 Ishs 1-5yr Invs (IGSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p Mc 400gr Etf (IJK)

View all positions for DDFG

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
Ronald Blue Trust
Signature
Aspiriant
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
Wells Fargo & Company
William Blair $ Company
Goldman Sachs Group
Modera Wealth Management
Royal Bank of Canada
CWM
Raymond James Financial Services Advisors
Benjamin F. Edwards & Company

View all funds holding iShares Russell 3000 Value Index