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iShares Russell 3000 Value Index shares owned by Gotham Asset Management

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Gotham Asset Management from 13F filings

Historical chart of Gotham Asset Management 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 Gotham Asset Management 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 Gotham Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $25M 241k 102.25
2025-12-31 $13M 129k 102.54
2025-09-30 $4.8M 48k 99.95
2025-06-30 $3.1M 33k 94.63
2025-03-31 $3.0M 33k 92.29
2024-12-31 $1.9M 21k 92.59
2024-09-30 $954k 10k 95.49

More positions owned by Gotham Asset Management

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Tidal Trust I Gotham Enhncd (GSPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Snowflake Com Shs (SNOW)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Broadcom (AVGO)

View all positions for Gotham Asset Management

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Envestnet Asset Management
Jones Financial Companies, L.L
Signature
Ronald Blue Trust
Kestra Investment Management
Aspiriant
Merit Financial Group
Raymond James Financial
UBS Group
Royal Bank of Canada
Pnc Financial Services
Auto-Owners Insurance

View all funds holding iShares Russell 3000 Value Index