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iShares Russell 3000 Value Index shares owned by Financial Consulate

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

Historical chart of Financial Consulate 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 Financial Consulate 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 Financial Consulate

Quarter filed Position value Share count Share price at filing
2026-03-31 $84k 818 102.25
2025-12-31 $84k 818 102.54
2025-09-30 $82k 818 99.95

More positions owned by Financial Consulate

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Us High Profitab (DUHP)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Trust Ishare 0-1 (SHV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Schwab Strategic Tr Fundamental Us B (FNDB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Apple (AAPL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Schwab Strategic Tr Fundamental Emer (FNDE)
T Rowe Price Etf Cap Appreciation (TCAF)

View all positions for Financial Consulate

Top funds holding iShares Russell 3000 Value Index

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

View all funds holding iShares Russell 3000 Value Index