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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
2024-03-31 $335k 3.7k 90.44

More positions owned by LRI Investments

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Assured Guaranty Stock (AGO)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Dimensional International Core Equity Market Etf Etf (DFAI)
Wisdomtree International Equity Fund Etf (DWM)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Dimensional International Small Cap Value Etf Etf (DISV)
Vanguard Real Estate Etf Etf (VNQ)
Amazon Stock (AMZN)
Microsoft Corp Stock (MSFT)
Rtx Corporation Stock (RTX)
Apple Stock (AAPL)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for LRI Investments

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
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
BlackRock
Wells Fargo & Company
William Blair $ Company

View all funds holding iShares Russell 3000 Value Index