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iShares Russell 3000 Value Index shares owned by IAG Wealth Partners

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

Historical chart of IAG Wealth Partners 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 IAG Wealth Partners 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 IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $126k 1.3k 95.49
2024-06-30 $96k 1.1k 88.13
2020-06-30 $3.0k 55 54.55
2020-03-31 $23k 478 48.12
2019-12-31 $48k 746 64.34

More positions owned by IAG Wealth Partners

Spdr Portfolio MF Closed and MF Open (SPLG)
Spdr Portfolio MF Closed and MF Open (SPDW)
Wisdomtree U S MF Closed and MF Open (DLN)
Goldman Sachs MF Closed and MF Open (GSLC)
New York Life MF Closed and MF Open (MMIT)
Wisdomtree U S MF Closed and MF Open (DON)
Ishares Core MF Closed and MF Open (IVV)
Goldman Sachs MF Closed and MF Open (GSIE)
Invesco Large MF Closed and MF Open (PWV)
Vanguard Growth MF Closed and MF Open (VUG)
Jp Morgan MF Closed and MF Open (JMUB)
Vaneck Natural MF Closed and MF Open (HAP)
Ishares Morningstar MF Closed and MF Open (IMCG)
Spdr Portfolio MF Closed and MF Open (SPTM)
Hartford Schroders MF Closed and MF Open (HTAB)

View all positions for IAG Wealth Partners

Top funds holding iShares Russell 3000 Value Index

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

View all funds holding iShares Russell 3000 Value Index