NWF Advisory Services »

iShares Russell 3000 Value Index shares owned by NWF Advisory Services

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

Historical chart of NWF Advisory 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 NWF Advisory Services 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 NWF Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 18k 99.95
2025-03-31 $2.1M 22k 92.29
2024-09-30 $2.1M 22k 95.49
2024-06-30 $1.4M 16k 88.13
2024-03-31 $1.4M 16k 90.45

More positions owned by NWF Advisory Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Spdr Series Trust S&p Divid Etf (SDY)
Alibaba Group Hldg Sponsored Ads (BABA)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Micron Technology (MU)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for NWF Advisory Services

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