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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
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

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

View all positions for Financial Planning & Information Services

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
Ronald Blue Trust
Signature
Aspiriant
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
Wells Fargo & Company
William Blair $ Company
Goldman Sachs Group
Modera Wealth Management
Royal Bank of Canada
CWM
Benjamin F. Edwards & Company
Raymond James Financial Services Advisors

View all funds holding iShares Russell 3000 Value Index