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LRI Investments »

iShares Russell 3000 Value Index shares owned by LRI Investments

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

Historical chart of LRI Investments 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 LRI Investments 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 LRI Investments

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$370k	3.7k	99.95
2025-06-30	$350k	3.7k	94.63
2025-03-31	$342k	3.7k	92.29
2024-12-31	$343k	3.7k	92.59
2024-09-30	$360k	3.7k	97.08
2024-06-30	$326k	3.7k	88.13
2024-03-31	$335k	3.7k	90.44

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)

Dimensional Us Core Equity 1 Etf Etf (DCOR)

Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)

Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)

Dimensional International Core Equity Market Etf Etf (DFAI)

Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)

Microsoft Corp Stock (MSFT)

Wisdomtree International Equity Fund Etf (DWM)

Meta Platforms Inc Cl A Stock (META)

Assured Guaranty Stock (AGO)

Dimensional Us Marketwide Value Etf Etf (DFUV)

Apple Stock (AAPL)

Dimensional International Value Etf Etf (DFIV)

Trane Technologies Stock (TT)

View all positions for LRI Investments

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

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