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iShares Russell 3000 Value Index shares owned by Peninsula Wealth

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

Historical chart of Peninsula 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 Peninsula 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 Peninsula Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.2M 13k 92.59
2024-09-30 $1.0M 10k 97.25
2024-06-30 $952k 11k 90.06
2024-03-31 $218k 2.4k 90.44

More positions owned by Peninsula Wealth

Snowflake Cl A (SNOW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Oracle Corporation (ORCL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Apple (AAPL)
J P Morgan Exchange Traded F Internl Gwt (JIG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Peninsula Wealth

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