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iShares Russell 3000 Value Index shares owned by Plan

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

Historical chart of Plan 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 Plan 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 Plan

Quarter filed Position value Share count Share price at filing
2024-09-30 $246k 2.6k 95.48
2024-06-30 $229k 2.6k 88.12
2024-03-31 $203k 2.2k 90.44

More positions owned by Plan

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr U S Equity Factr (LRGF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Emerson Electric (EMR)
First Busey Corp Com New (BUSE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Plan

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Morgan Stanley
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
BlackRock
Wells Fargo & Company

View all funds holding iShares Russell 3000 Value Index