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iShares Russell 3000 Value Index shares owned by Independence Financial Advisors

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

Historical chart of Independence Financial Advisors 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 Independence Financial Advisors 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 Independence Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 120k 99.95
2025-06-30 $12M 126k 94.63
2025-03-31 $35M 374k 92.29

More positions owned by Independence Financial Advisors

Fidelity Covington Trust Enhanced Large (FELG)
Fidelity Covington Trust Enhanced Large (FELV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Faln Angls Usd (FALN)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Conv Bd Etf (ICVT)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Fidelity Covington Trust Msci Utils Index (FUTY)
Fidelity Covington Trust Msci Indl Indx (FIDU)

View all positions for Independence Financial Advisors

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