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iShares Russell 3000 Value Index shares owned by RMB Capital Management

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

Historical chart of RMB Capital Management 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 RMB Capital Management 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 RMB Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 185k 99.95
2025-06-30 $8.3M 88k 94.63
2025-03-31 $3.2M 35k 92.29
2011-03-31 $215k 2.4k 90.15
2010-12-31 $242k 2.8k 85.42

More positions owned by RMB Capital Management

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Visa Com Cl A (V)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOG)
Tyler Technologies (TYL)
Whirlpool Corporation (WHR)
Ametek (AME)
Synopsys (SNPS)

View all positions for RMB Capital Management

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