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iShares Russell 3000 Value Index shares owned by My Purposeful Wealth Corp.

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by My Purposeful Wealth Corp. from 13F filings

Historical chart of My Purposeful Wealth Corp. 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 My Purposeful Wealth Corp. 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 My Purposeful Wealth Corp.

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.0M 77k 90.44
2023-12-31 $11M 132k 84.33
2023-09-30 $11M 149k 74.62
2023-06-30 $13M 160k 78.26
2023-03-31 $11M 155k 73.78
2022-12-31 $9.4M 134k 70.63

More positions owned by My Purposeful Wealth Corp.

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 2000 Grw Etf (IWO)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)

View all positions for My Purposeful Wealth Corp.

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
Ronald Blue Trust
Signature
Aspiriant
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
Wells Fargo & Company
William Blair $ Company
Goldman Sachs Group
Modera Wealth Management
Royal Bank of Canada
CWM
Benjamin F. Edwards & Company
Raymond James Financial Services Advisors

View all funds holding iShares Russell 3000 Value Index