Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Global Wealth Strategies & Associates »

iShares Russell 3000 Value Index shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates 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 Wealth Strategies & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares Russell 3000 Value Index by Global Wealth Strategies & Associates

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$40k	429	92.59
2024-09-30	$10k	109	95.49
2024-06-30	$9.6k	109	88.13
2024-03-31	$9.9k	109	90.44

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)

Ishares Core Msci Eafe Etf Etf (IEFA)

Invesco Nasdaq 100 Etf Etf (QQQM)

Vanguard Total Bond Market Etf Etf (BND)

Vanguard Russell 2000 Etf Etf (VTWO)

Ishares Msci Usa Quality Factor Etf Etf (QUAL)

Ishares Msci Usa Momentum Factor Etf Etf (MTUM)

Vanguard Dividend Appreciation Etf Etf (VIG)

Ishares National Muni Bond Etf Etf (MUB)

Vanguard Mortgage-backed Securities Etf Etf (VMBS)

Ishares Flexible Income Active Etf Etf (BINC)

Ishares Gold Trust Etf (IAU)

Ishares 20 Year Treasury Bond Etf Etf (TLT)

Apple Stock (AAPL)

Ishares S&p 100 Etf Etf (OEF)

View all positions for Global Wealth Strategies & Associates

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

Life Planning Partners

Jpmorgan Chase & Co

Merit Financial Group

UBS Group

BlackRock

Commonwealth Equity Services

Wells Fargo & Company

View all funds holding iShares Russell 3000 Value Index

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z