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iShares Russell 3000 Value Index shares owned by Sapient Capital

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

Historical chart of Sapient Capital 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 Sapient Capital 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 Sapient Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.6M 96k 99.66
2025-06-30 $9.1M 96k 94.63
2025-03-31 $8.8M 96k 92.29
2024-12-31 $8.8M 95k 92.59
2024-09-30 $9.1M 95k 95.49

More positions owned by Sapient Capital

Eli Lilly & Co. (LLY)
Applovin Corp Com Cl A (APP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Vistra Energy (VST)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Amazon (AMZN)
Netflix (NFLX)
Costco Wholesale Corporation (COST)
Bank of America Corporation (BAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Sapient Capital

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