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iShares Russell 3000 Value Index shares owned by Pathfinder Wealth Consulting

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

Historical chart of Pathfinder Wealth Consulting 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 Pathfinder Wealth Consulting 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 Pathfinder Wealth Consulting

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.3M 33k 102.25

More positions owned by Pathfinder Wealth Consulting

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Fidelity Covington Trust Enhanced Large (FELG)
Fidelity Covington Trust Enhanced Large (FELV)
Amazon (AMZN)
Ishares Tr Core S&p Us Vlu (IUSV)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Gwt (IUSG)
Live Oak Bancshares (LOB)

View all positions for Pathfinder Wealth Consulting

Top funds holding iShares Russell 3000 Value Index

LPL Financial
Envestnet Asset Management
Jones Financial Companies, L.L
Signature
Ronald Blue Trust
Kestra Investment Management
Aspiriant
Merit Financial Group
Raymond James Financial
UBS Group
Auto-Owners Insurance
Pnc Financial Services
Modera Wealth Management
Benjamin Edwards
Foster Group

View all funds holding iShares Russell 3000 Value Index