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iShares Russell 3000 Value Index shares owned by Lantz Financial

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

Historical chart of Lantz Financial 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 Lantz Financial 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 Lantz Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $827k 8.7k 95.49
2022-09-30 $283k 4.5k 62.65
2019-12-31 $321k 5.1k 63.05

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NVIDIA Corporation (NVDA)

View all positions for Lantz Financial

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