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iShares Russell 3000 Value Index shares owned by Principal Securities

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

Historical chart of Principal Securities 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 Principal Securities 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 Principal Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $74M 737k 99.95
2025-06-30 $69M 733k 94.63
2025-03-31 $31M 337k 92.59
2024-12-31 $31M 337k 92.59
2024-09-30 $31M 323k 95.49
2024-06-30 $29M 326k 88.13
2024-03-31 $27M 293k 90.44
2023-12-31 $23M 276k 84.33

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Principal Exchange Traded Focused Blue Chi (BCHP)
Principal Exchange Traded Prin U S Small (PSC)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Microsoft Corporation (MSFT)
Principal Exchange Traded Intl Equity Etf (PIEQ)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Series Trust Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Principal Exchange Traded Prnc Invt Grad (IG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Principal Securities

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