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iShares Russell 3000 Value Index shares owned by NCP

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

Historical chart of NCP 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 NCP 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 NCP

Quarter filed Position value Share count Share price at filing
2025-12-31 $30k 290 102.54

More positions owned by NCP

Nvidia Corp Common Stock (NVDA)
Eli Lilly Common Stock (LLY)
Palantir Technologies Common Stock (PLTR)
Amazon Common Stock (AMZN)
Meta Platforms Common Stock (META)
Tesla Common Stock (TSLA)
Alphabet Common Stock (GOOGL)
Broadcom Common Stock (AVGO)
Apple Common Stock (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)
Robinhood Markets Common Stock (HOOD)
Equinix Common Stock (EQIX)
Crowdstrike Holdings Common Stock (CRWD)
Cyber Ark Common Stock (CYBR)
SPDR S&P MF Closed and MF Open (SPY)

View all positions for NCP

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
Valpey Financial Services
Merit Financial Group
Jpmorgan Chase & Co
Raymond James Financial
UBS Group
Royal Bank of Canada
Venturi Wealth Management
Pnc Financial Services

View all funds holding iShares Russell 3000 Value Index