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iShares Russell 3000 Value Index shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial 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 Roxbury Financial 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 Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $289k 2.9k 99.94
2025-06-30 $284k 3.0k 94.64
2025-03-31 $279k 2.9k 95.49
2024-12-31 $296k 3.0k 100.03

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Walmart Stock (WMT)
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View all positions for Roxbury Financial

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