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iShares Russell 3000 Value Index shares owned by VestGen Advisors

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

Historical chart of VestGen 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 VestGen Advisors 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 VestGen Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 26k 99.95
2025-06-30 $2.1M 23k 94.63

More positions owned by VestGen Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Gaming & Leisure Pptys (GLPI)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Palantir Technologies Cl A (PLTR)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for VestGen Advisors

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