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iShares Russell 3000 Value Index shares owned by Financial Planning Hawaii

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

Historical chart of Financial Planning Hawaii 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 Planning Hawaii 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 Planning Hawaii

Quarter filed Position value Share count Share price at filing
2025-12-31 $407k 4.0k 102.54

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Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (SDY)
Alphabet Cap Stk Cl C (GOOG)
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Alphabet Cap Stk Cl A (GOOGL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Select Sector Spdr Tr State Street Uti (XLU)
Abbvie (ABBV)
Vanguard Whitehall Fds High Div Yld (VYM)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Financial Planning Hawaii

Top funds holding iShares Russell 3000 Value Index

LPL Financial
Jones Financial Companies, L.L
Envestnet Asset Management
Signature
Ronald Blue Trust
Kestra Investment Management
Aspiriant
Merit Financial Group
Jpmorgan Chase & Co
Raymond James Financial
UBS Group
Royal Bank of Canada
Auto-Owners Insurance
Venturi Wealth Management
Pnc Financial Services

View all funds holding iShares Russell 3000 Value Index