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iShares Russell 3000 Value Index shares owned by Richards, Merrill & Peterson

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Richards, Merrill & Peterson from 13F filings

Historical chart of Richards, Merrill & Peterson investment in iShares Russell 3000 Value Index

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All positions including iShares Russell 3000 Value Index held by Richards, Merrill & Peterson 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 Richards, Merrill & Peterson

Quarter filed Position value Share count Share price at filing
2025-12-31 $14k 132 102.54
2025-09-30 $13k 132 99.95
2025-06-30 $13k 132 94.63
2025-03-31 $2.2k 24 92.29

More positions owned by Richards, Merrill & Peterson

Microsoft Corporation (MSFT)
Apple (AAPL)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Chevron Corporation (CVX)
Stryker Corporation (SYK)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Raytheon Technologies Corp (RTX)
Home Depot (HD)

View all positions for Richards, Merrill & Peterson

Top funds holding iShares Russell 3000 Value Index

LPL Financial
Jones Financial Companies, L.L
Envestnet Asset Management
Signature
Ronald Blue Trust
Kestra Investment Management
Aspiriant
Valpey Financial Services
Merit Financial Group
Jpmorgan Chase & Co
Raymond James Financial
UBS Group
Royal Bank of Canada
Venturi Wealth Management
Pnc Financial Services

View all funds holding iShares Russell 3000 Value Index