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iShares Russell 3000 Value Index shares owned by Syon Capital

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

Historical chart of Syon 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 Syon 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 Syon Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 12k 99.95
2025-06-30 $1.3M 14k 94.63
2025-03-31 $1.7M 18k 92.29
2024-12-31 $1.7M 19k 92.59
2024-09-30 $1.8M 19k 95.49
2024-03-31 $1.8M 20k 90.44
2023-12-31 $1.7M 21k 84.33
2023-09-30 $1.6M 22k 74.62

More positions owned by Syon Capital

Doordash Inc Cl A Stock (DASH)
Ishares California Muni Bond Etf Etf (CMF)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Meta Platforms Inc Cl A Stock (META)
Apple Stock (AAPL)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Roblox Corp Cl A Stock (RBLX)
Vaneck Clo Etf Etf (CLOI)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p 500 Etf Etf (IVV)
Invesco California Amt-free Municipal Bond Etf Etf (PWZ)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Cmbs Etf Etf (CMBS)

View all positions for Syon 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