Vision Retirement »

iShares Russell 3000 Value Index shares owned by Vision Retirement

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

Historical chart of Vision Retirement 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 Vision Retirement 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 Vision Retirement

Quarter filed Position value Share count Share price at filing
2026-03-31 $41k 396 102.21
2025-12-31 $40k 394 102.63

More positions owned by Vision Retirement

Invesco Qqq MF Closed and MF Open (QQQ)
Apple Common Stock (AAPL)
Amazon Common Stock (AMZN)
State Street MF Closed and MF Open (DIA)
Costco Wholesale Common Stock (COST)
Tesla Common Stock (TSLA)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco S&p MF Closed and MF Open (XLG)
Vanguard High MF Closed and MF Open (VYM)
Visa Common Stock (V)
Nvidia Corp Common Stock (NVDA)
Broadcom Common Stock (AVGO)
State Street MF Closed and MF Open (SPY)
Alphabet Common Stock (GOOG)
Mastercard Common Stock (MA)

View all positions for Vision Retirement

Top funds holding iShares Russell 3000 Value Index

LPL Financial
Envestnet Asset Management
Jones Financial Companies, L.L
Signature
Ronald Blue Trust
Kestra Investment Management
Aspiriant
Merit Financial Group
Raymond James Financial
UBS Group
Pnc Financial Services
Auto-Owners Insurance
Benjamin Edwards
Modera Wealth Management
Wells Fargo & Company

View all funds holding iShares Russell 3000 Value Index