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iShares Russell 3000 Value Index shares owned by Watts Gwilliam & Co

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

Historical chart of Watts Gwilliam & Co 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 Watts Gwilliam & Co 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 Watts Gwilliam & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $401k 4.0k 99.95
2025-06-30 $397k 4.0k 98.96
2025-03-31 $223k 2.4k 92.29
2024-12-31 $224k 2.4k 92.68
2024-09-30 $228k 2.4k 94.65
2024-03-31 $285k 3.2k 89.44

More positions owned by Watts Gwilliam & Co

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Intel Corporation (INTC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Meta Platforms Cl A (META)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Pepsi (PEP)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Watts Gwilliam & Co

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