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iShares Russell 3000 Value Index shares owned by LWMG

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

Historical chart of LWMG 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 LWMG 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 LWMG

Quarter filed Position value Share count Share price at filing
2024-09-30 $491k 5.1k 95.48
2024-06-30 $453k 5.1k 88.13
2024-03-31 $465k 5.1k 90.44
2023-12-31 $433k 5.1k 84.33
2023-09-30 $382k 5.1k 74.62
2023-06-30 $401k 5.1k 78.26
2023-03-31 $378k 5.1k 73.78
2022-12-31 $333k 4.7k 70.63

More positions owned by LWMG

Ishares Tr Core Div Grwth (DGRO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Tips Bd Etf (TIP)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
3M Company (MMM)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for LWMG

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