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iShares Russell 3000 Value Index shares owned by Regimen Wealth

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

Historical chart of Regimen 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 Regimen 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 Regimen Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $576k 6.5k 88.13
2024-03-31 $610k 6.7k 90.44
2023-12-31 $566k 6.7k 84.33

More positions owned by Regimen Wealth

Ishares Tr Core High Dv Etf (HDV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core Us Aggbd Et (AGG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Msci Emrg Chn (EMXC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Regimen Wealth

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