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iShares Russell 3000 Value Index shares owned by Duncan Williams Asset Management

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

Historical chart of Duncan Williams Asset Management 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 Duncan Williams Asset Management 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 Duncan Williams Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 208k 99.95

More positions owned by Duncan Williams Asset Management

Vanguard Growth Etf Etf (VUG)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Us Value Etf Etf (IUSV)
Apple Stock (AAPL)
Schwab Us Dividend Equity Etf Etf (SCHD)
Tr Activebeta Us Small Cap Equity Etf Etf (GSSC)
Vanguard S&p 500 Etf Etf (VOO)
Microsoft Stock (MSFT)
Vanguard Value Etf Etf (VTV)
First Horizon Corporation Stock (FHN)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Powershares Qqq Tr Etf (QQQ)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Duncan Williams Asset Management

Top funds holding iShares Russell 3000 Value Index

LPL Financial
Morgan Stanley
Jones Financial Companies, L.L
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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