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iShares Russell 3000 Value Index shares owned by MFA Wealth Services

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

Historical chart of MFA Wealth Services 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 MFA Wealth Services 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 MFA Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4B 24k 102538.07

More positions owned by MFA Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Quality Grow (QGRO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Us Vlu (IUSV)
Fidelity Covington Trust Fundamental Smal (FFSM)
Amgen (AMGN)

View all positions for MFA Wealth Services

Top funds holding iShares Russell 3000 Value Index

LPL Financial
Jones Financial Companies, L.L
Envestnet Asset Management
Signature
Ronald Blue Trust
Kestra Investment Management
Aspiriant
Merit Financial Group
Jpmorgan Chase & Co
Raymond James Financial
UBS Group
Royal Bank of Canada
Venturi Wealth Management
Pnc Financial Services
Modera Wealth Management

View all funds holding iShares Russell 3000 Value Index