Safeguard Financial »

iShares Russell 3000 Value Index shares owned by Safeguard Financial

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

Historical chart of Safeguard 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 Safeguard Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Value Index by Safeguard Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $424k 4.6k 92.29
2024-12-31 $426k 4.6k 92.59
2024-09-30 $439k 4.6k 95.49
2024-06-30 $405k 4.6k 88.13
2024-03-31 $416k 4.6k 90.44
2023-12-31 $388k 4.6k 84.33
2023-06-30 $156k 2.0k 78.12
2022-12-31 $263k 3.7k 70.60

More positions owned by Safeguard Financial

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ibonds Dec2026 (IBDR)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Safeguard Financial

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