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iShares Russell 3000 Value Index shares owned by Tidemark

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

Historical chart of Tidemark 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 Tidemark 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 Tidemark

Quarter filed Position value Share count Share price at filing
2026-03-31 $235k 2.3k 102.25
2025-03-31 $6.2k 67 92.28
2024-03-31 $26k 289 90.44
2023-12-31 $5.8k 69 84.33

More positions owned by Tidemark

First Trust Rising Dividend Achievers Etf Etf (RDVY)
Global X Adaptive U.s. Factor Etf Etf (AUSF)
Fidelity Total Bond Etf Etf (FBND)
Tcw Flexible Income Etf Etf (FLXR)
Wisdomtree Managed Futures Strategy Fund Etf (WTMF)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Wisdomtree Dynamic International Equity Fund Etf (DDWM)
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)
State Street Spdr Portfolio Mortgage Backed Bond Etf Etf (SPMB)
First Trust Long Duration Opportunities Etf Etf (LGOV)
Invesco S&p 500 Quality Etf Etf (SPHQ)
State Street Spdr Portfolio Intermediate Term Treasury Etf Etf (SPTI)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Invesco S&p International Developed Momentum Etf Etf (IDMO)

View all positions for Tidemark

Top funds holding iShares Russell 3000 Value Index

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

View all funds holding iShares Russell 3000 Value Index