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iShares Russell 3000 Value Index shares owned by Olistico Wealth

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

Historical chart of Olistico Wealth 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 Olistico Wealth 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 Olistico Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $14k 146 92.59
2024-09-30 $14k 146 95.49
2024-06-30 $13k 146 88.13

More positions owned by Olistico Wealth

Vanguard Growth Etf Etf (VUG)
Apple Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Information Technology Etf Etf (VGT)
Vanguard Value Etf Etf (VTV)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Capital Group Dividend Value Etf Etf (CGDV)
Oneok Stock (OKE)
Capital Group Growth Etf Etf (CGGR)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Spdr S&p 500 Etf Trust Etf (SPY)
Microsoft Corp Stock (MSFT)
Ishares Core S&p Small Cap Etf Etf (IJR)
Eli Lilly & Co Stock (LLY)

View all positions for Olistico Wealth

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Ronald Blue Trust
Signature
Envestnet Asset Management
Jones Financial Companies, L.L
Aspiriant
Kestra Investment Management
Life Planning Partners
Jpmorgan Chase & Co
Merit Financial Group
UBS Group
BlackRock
Commonwealth Equity Services
Wells Fargo & Company

View all funds holding iShares Russell 3000 Value Index