Global Assets Advisory »

iShares Russell 3000 Value Index shares owned by Global Assets Advisory

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Global Assets Advisory from 13F filings

Historical chart of Global Assets Advisory 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 Global Assets Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Value Index by Global Assets Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $389k 3.9k 99.95
2025-06-30 $372k 3.9k 95.63
2024-03-31 $339k 31k 11.12

More positions owned by Global Assets Advisory

NVIDIA Corporation (NVDA)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Global Assets Advisory

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