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iShares Russell 3000 Value Index shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group 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 Merit Financial Group 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 Merit Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $226M 2.4M 95.49
2024-03-31 $205M 2.3M 87.28
2023-12-31 $202k 2.4k 84.35
2019-03-31 $84M 1.1M 77.77

More positions owned by Merit Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
United Parcel Service CL B (UPS)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mbs Etf (MBB)
Microsoft Corporation (MSFT)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for Merit Financial Group

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