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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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $45M 447k 99.95
2025-06-30 $39M 410k 94.63
2025-03-31 $38M 408k 92.29
2024-12-31 $38M 406k 92.59
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 Value ETF Etf (VTV)
Vanguard Mid-Cap ETF Etf (VO)
Vanguard Total Stock Market ETF Etf (VTI)
Vanguard Growth ETF Etf (VUG)
Vanguard Russell 1000 Growth ETF Etf (VONG)
Vanguard S&P 500 ETF Etf (VOO)
Schwab U.S. Large-Cap Growth ETF Etf (SCHG)
iShares Russell 1000 Growth ETF Etf (IWF)
iShares Core S&P U.S. Value ETF Etf (IUSV)
Schwab Fundamental International Equity ETF Etf (FNDF)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard FTSE Developed Markets ETF Etf (VEA)
iShares Russell 1000 Value ETF Etf (IWD)
iShares Core S&P 500 ETF Etf (IVV)
Apple Stock (AAPL)

View all positions for Nadler Financial

Top funds holding iShares Russell 3000 Value Index

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

View all funds holding iShares Russell 3000 Value Index