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iShares Russell 3000 Value Index shares owned by Personal Resources Investment & Strategic Management

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Personal Resources Investment & Strategic Management from 13F filings

Historical chart of Personal Resources Investment & Strategic Management 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 Personal Resources Investment & Strategic Management 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 Personal Resources Investment & Strategic Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 13k 99.95
2025-06-30 $1.2M 13k 94.63
2025-03-31 $1.2M 13k 92.29
2024-12-31 $1.2M 13k 92.59
2024-09-30 $1.3M 13k 95.49
2024-06-30 $1.2M 13k 88.13
2024-03-31 $1.2M 13k 90.44
2023-12-31 $1.1M 13k 84.33
2023-09-30 $985k 13k 74.62
2023-06-30 $1.0M 13k 78.26
2023-03-31 $974k 13k 73.78
2022-12-31 $932k 13k 70.63
2022-09-30 $826k 13k 62.58
2022-06-30 $883k 13k 66.89
2022-03-31 $1.0M 13k 75.83
2021-12-31 $1.0M 13k 76.36
2021-09-30 $936k 13k 70.91
2021-06-30 $950k 13k 71.97
2021-03-31 $909k 13k 68.86
2020-12-31 $821k 13k 62.20
2020-09-30 $717k 13k 54.32
2020-06-30 $689k 13k 52.20
2020-03-31 $640k 14k 46.21
2019-12-31 $873k 14k 63.03
2019-09-30 $801k 14k 57.83
2019-06-30 $785k 14k 56.67
2019-03-31 $759k 14k 54.80
2018-12-31 $680k 14k 49.09
2018-09-30 $747k 14k 53.93
2018-06-30 $752k 14k 54.29
2018-03-31 $737k 14k 53.21
2017-12-31 $767k 14k 55.38

More positions owned by Personal Resources Investment & Strategic Management

Vanguard Value Etf Etf (VTV)
Dimensional International Value Etf Etf (DFIV)
First Trust Wcm International Equity Etf Etf (WCMI)
Columbia Em Core Ex-china Etf Etf (XCEM)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Jpmorgan Active Value Etf Etf (JAVA)
Ishares Russell 1000 Value Etf Etf (IWD)
Jpmorgan Ultra-short Income Etf Etf (JPST)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Invesco Water Resources Etf Etf (PHO)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Spdr S&p 500 Etf Trust Etf (SPY)
Spdr S&p China Etf Etf (GXC)
Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Personal Resources Investment & Strategic Management

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