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iShares Russell 3000 Value Index shares owned by Diversify Advisory Services

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

Historical chart of Diversify Advisory Services 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 Diversify Advisory Services 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 Diversify Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.2M 37k 112.63
2025-12-31 $1.3M 12k 105.25
2025-09-30 $1.6M 16k 100.82
2025-06-30 $1.6M 16k 97.06
2024-09-30 $240k 2.5k 96.15

More positions owned by Diversify Advisory Services

Ishares Tr Russell 2000 Etf (IWM)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust ST STR P500GRW (SPYG)
Apple (AAPL)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Motorola Solutions Com New (MSI)

View all positions for Diversify Advisory Services

Top funds holding iShares Russell 3000 Value Index

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

View all funds holding iShares Russell 3000 Value Index