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iShares Russell 3000 Value Index shares owned by Fiduciary

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

Historical chart of Fiduciary 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 Fiduciary 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 Fiduciary

Quarter filed Position value Share count Share price at filing
2025-09-30 $210k 2.1k 99.95
2024-09-30 $201k 2.1k 95.49

More positions owned by Fiduciary

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 1 3 Yr Treas Bd (SHY)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Moody's Corporation (MCO)
Wal-Mart Stores (WMT)
Palo Alto Networks (PANW)
NVIDIA Corporation (NVDA)

View all positions for Fiduciary

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