Values Added Financial »

iShares Russell 3000 Value Index shares owned by Values Added Financial

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

Historical chart of Values Added Financial 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 Values Added Financial 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 Values Added Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 2.0k 99.96

More positions owned by Values Added Financial

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio Agrgte (SPAB)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Ishares Tr Esg Eafe Etf (DMXF)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)

View all positions for Values Added Financial

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