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iShares Russell 3000 Value Index shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.2M 70k 102.25
2024-12-31 $4.3M 47k 92.59
2019-12-31 $5.2M 83k 63.02
2017-03-31 $3.6M 71k 50.17

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Ameris Ban (ABCB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Index Shs Fds State Street Spd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor Alliance

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