Potentia Wealth »

iShares Russell 3000 Value Index shares owned by Potentia Wealth

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

Historical chart of Potentia 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 Potentia Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Value Index by Potentia Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 12k 99.95
2025-06-30 $1.2M 12k 94.63
2025-03-31 $1.1M 12k 92.29

More positions owned by Potentia Wealth

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Global X Fds Defense Tech Etf (SHLD)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackstone Secd Lending Common Stock (BXSL)
Goldman Sachs Etf Tr Ultra Short Bond (GSST)
Ishares Tr Rus 1000 Val Etf (IWD)
Global X Fds Data Ctr & Digit (DTCR)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Potentia 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