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iShares Russell 3000 Value Index shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY from 13F filings

Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY 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 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY 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 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2M 4.2k 279.36

More positions owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Usd Grn Bond Etf (BGRN)
Invesco Actively Managed Exc Invesco Top Qqq (QBIG)
Roundhill Etf Trust Mag Sev Cal Etf (MAGY)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Palantir Technologies Cl A (PLTR)
Crowdstrike Hldgs Cl A (CRWD)
Schwab Strategic Tr Ultra Short Incm (SCUS)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Apple (AAPL)
Invesco Actively Managed Exc S&p 500 Equa Etf (RSPA)
JPMorgan Chase & Co. (JPM)

View all positions for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Top funds holding iShares Russell 3000 Value Index

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

View all funds holding iShares Russell 3000 Value Index