Nadler Financial »

iShares Russell 3000 Value Index shares owned by Nadler Financial

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

Historical chart of Nadler Financial 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 Nadler Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Value Index by Nadler Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $38M 392k 95.49
2024-06-30 $34M 389k 88.13
2024-03-31 $34M 379k 90.44
2023-12-31 $31M 364k 84.33
2023-09-30 $25M 337k 74.62
2023-06-30 $24M 312k 78.26
2023-03-31 $11M 149k 73.78

More positions owned by Nadler Financial

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Tr Core S&p Us Vlu (IUSV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Nadler Financial

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