SRS Capital Advisors »

iShares Russell 3000 Value Index shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors 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 SRS Capital Advisors 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $50M 450k 110.15
2026-03-31 $627k 6.1k 102.26
2025-12-31 $637k 6.2k 102.55
2025-06-30 $562k 5.6k 101.10
2025-03-31 $593k 6.4k 92.29
2024-12-31 $599k 6.5k 92.60
2020-03-31 $16k 344 46.51
2019-06-30 $25k 438 57.08

More positions owned by SRS Capital Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Comfort Systems USA (FIX)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for SRS Capital Advisors

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