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iShares Russell 3000 Value Index shares owned by Headinvest

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

Historical chart of Headinvest 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 Headinvest 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 Headinvest

Quarter filed Position value Share count Share price at filing
2024-12-31 $248k 2.7k 92.59
2024-09-30 $255k 2.7k 95.49
2024-06-30 $236k 2.7k 88.13
2024-03-31 $242k 2.7k 90.44
2023-12-31 $225k 2.7k 84.33
2023-09-30 $193k 2.6k 74.13
2023-06-30 $207k 2.6k 79.31

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Ishares Tr Core S&p Scp Etf (IJR)
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Vanguard Whitehall Fds High Div Yld (VYM)
Fiserv (FI)
Vanguard Index Fds Large Cap Etf (VV)
Accenture Plc Ireland Shs Class A (ACN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
American Express Company (AXP)
Novo-nordisk A S Adr (NVO)
Intuit (INTU)
Wal-Mart Stores (WMT)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Headinvest

Top funds holding iShares Russell 3000 Value Index

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

View all funds holding iShares Russell 3000 Value Index