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iShares Russell 3000 Value Index shares owned by Financial Partners Group

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

Historical chart of Financial Partners Group 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 Partners Group 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 Partners Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $13M 140k 92.59
2024-09-30 $4.8M 50k 95.49
2024-06-30 $425k 4.8k 88.14

More positions owned by Financial Partners Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Financial Partners Group

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Ronald Blue Trust
Signature
Envestnet Asset Management
Jones Financial Companies, L.L
Aspiriant
Kestra Investment Management
Jpmorgan Chase & Co
Merit Financial Group
UBS Group
BlackRock
Commonwealth Equity Services
Wells Fargo & Company
William Blair $ Company

View all funds holding iShares Russell 3000 Value Index