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iShares Russell 3000 Value Index shares owned by Fortress Financial Group

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

Historical chart of Fortress Financial 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 Fortress Financial 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 Fortress Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 137k 99.95
2025-06-30 $13M 133k 94.63
2025-03-31 $13M 141k 92.29