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iShares Russell 3000 Value Index shares owned by Peak Retirement Planning

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

Historical chart of Peak Retirement Planning 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 Peak Retirement Planning 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 Peak Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $467k 4.7k 99.94
2025-06-30 $362k 3.8k 94.62
2025-03-31 $351k 3.8k 92.29
2024-12-31 $318k 3.4k 92.61

More positions owned by Peak Retirement Planning

Ishares 0-3 Month Treasury Bond Etf Exchange Traded Fund (SGOV)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Invesco QQQ Trust, Series 1 Exchange Traded Fund
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
SPDR Gold MiniShares Trust Exchange Traded Fund
Communicat Svs Slct Sec Spdr Etf Exchange Traded Fund (XLC)
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)
Spdr Fund Consumer Discre Select Etf Exchange Traded Fund (XLY)
Real Estate Select Sctr Spdr Etf Exchange Traded Fund (XLRE)
Materials Select Sector SPDR Exchange Traded Fund (XLB)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Vanguard Mid Cap Growth Etf Exchange Traded Fund (VOT)
Vanguard Small Cap Valueetf Exchange Traded Fund (VBR)
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)
Vanguard Value Etf Exchange Traded Fund (VTV)

View all positions for Peak Retirement Planning

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