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iShares Russell 3000 Value Index shares owned by Financial & Tax Architects

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

Historical chart of Financial & Tax Architects 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 & Tax Architects 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 & Tax Architects

Quarter filed Position value Share count Share price at filing
2025-09-30 $777k 7.8k 99.95

More positions owned by Financial & Tax Architects

Ishares Msci Eafe Etf Etf (EFA)
Fidelity Total Bond Etf Etf (FBND)
Spdr S&p 500 Etf Trust Etf (SPY)
Abrdn Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI)
Ishares Core U.s. Reit Etf Etf (USRT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Spdr Bloomberg Convertible Securities Etf Etf (CWB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Abbvie Stock (ABBV)
International Business Machs Stock (IBM)
Walmart Stock (WMT)
Caterpillar Stock (CAT)
Johnson & Johnson Stock (JNJ)

View all positions for Financial & Tax Architects

Top funds holding iShares Russell 3000 Value Index

LPL Financial
Morgan Stanley
Jones Financial Companies, L.L
Envestnet Asset Management
Ronald Blue Trust
Signature
Aspiriant
Kestra Investment Management
Merit Financial Group
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
Royal Bank of Canada
Commonwealth Equity Services
Modera Wealth Management

View all funds holding iShares Russell 3000 Value Index