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iShares Russell 3000 Value Index shares owned by Financial Planning & Information Services

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

Historical chart of Financial Planning & Information Services 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 & Information Services 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 & Information Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.2M 44k 95.49
2024-06-30 $3.9M 44k 88.13
2024-03-31 $4.0M 44k 90.44
2023-09-30 $3.5M 46k 74.62
2023-06-30 $3.7M 47k 78.26
2023-03-31 $3.5M 48k 73.78
2022-12-31 $4.1M 58k 70.63
2022-09-30 $3.6M 58k 62.60
2022-06-30 $4.0M 59k 66.88
2022-03-31 $4.6M 60k 75.87
2021-12-31 $4.8M 63k 76.33
2021-09-30 $4.6M 65k 70.88
2021-06-30 $4.8M 67k 71.96
2021-03-31 $4.7M 68k 68.90
2020-12-31 $4.2M 68k 62.19
2020-09-30 $3.7M 69k 54.30
2020-06-30 $3.6M 69k 52.23
2020-03-31 $3.2M 68k 46.19
2019-12-31 $4.3M 68k 63.02
2019-09-30 $4.0M 69k 57.80
2019-06-30 $4.1M 73k 56.65
2019-03-31 $4.2M 77k 54.83
2018-12-31 $3.8M 77k 49.09
2018-09-30 $4.6M 81k 56.39
2018-06-30 $4.5M 84k 53.68
2018-03-31 $4.5M 85k 53.12
2017-12-31 $4.7M 86k 55.41
2017-09-30 $4.5M 87k 52.35
2017-06-30 $4.6M 89k 50.94
2017-03-31 $4.6M 91k 50.48
2016-12-31 $4.7M 95k 49.14
2016-09-30 $4.6M 99k 46.10
2016-06-30 $4.9M 36k 134.27
2016-03-31 $5.0M 39k 128.73
2015-12-31 $5.3M 42k 127.39
2015-09-30 $5.2M 43k 121.61
2015-06-30 $5.8M 43k 134.81
2015-03-31 $5.9M 43k 134.94
2014-12-31 $5.8M 44k 132.00
2014-09-30 $5.8M 45k 130.37
2014-06-30 $6.0M 45k 132.55
2014-03-31 $5.8M 46k 126.30
2013-12-31 $5.8M 47k 123.40

More positions owned by Financial Planning & Information Services

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Wisdomtree Tr Us Midcap Divid (DON)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Emg Mkts Smcap (DGS)

View all positions for Financial Planning & Information Services

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