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iShares Russell 3000 Value Index shares owned by Warner Financial

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

Historical chart of Warner 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 Warner Financial 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 Warner Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $208k 1.9k 110.15

More positions owned by Warner Financial

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for Warner Financial

Top funds holding iShares Russell 3000 Value Index

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UBS Group
Royal Bank of Canada
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Benjamin Edwards

View all funds holding iShares Russell 3000 Value Index