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iShares Russell 3000 Value Index shares owned by Pathway Financial Advisers

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

Historical chart of Pathway Financial Advisers 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 Pathway Financial Advisers 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 Pathway Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $72k 751 95.48
2024-06-30 $62k 704 88.05

More positions owned by Pathway Financial Advisers

JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Pepsi (PEP)
Steel Dynamics (STLD)
Lockheed Martin Corporation (LMT)
Apple (AAPL)
Realty Income (O)
Oneok (OKE)
International Flavors & Fragrances (IFF)
Southern Company (SO)
Verizon Communications (VZ)
Amgen (AMGN)
Procter & Gamble Company (PG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)

View all positions for Pathway Financial Advisers

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
Merit Financial Group
Kestra Investment Management
Jpmorgan Chase & Co
BlackRock
Commonwealth Equity Services
Wells Fargo & Company
William Blair $ Company
Venturi Wealth Management

View all funds holding iShares Russell 3000 Value Index