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iShares Russell 3000 Value Index shares owned by Wealthsource Partners

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

Historical chart of Wealthsource Partners 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 Wealthsource Partners 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 Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $687k 8.1k 84.33
2023-09-30 $608k 8.1k 74.62
2023-06-30 $653k 8.3k 78.26
2023-03-31 $615k 8.3k 73.78
2022-12-31 $589k 8.3k 70.63
2022-09-30 $602k 9.6k 62.58
2022-06-30 $643k 9.6k 66.85
2022-03-31 $847k 11k 75.83

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource Partners

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Ronald Blue Trust
Signature
Envestnet Asset Management
Jones Financial Companies, L.L
Aspiriant
Kestra Investment Management
Jpmorgan Chase & Co
Merit Financial Group
UBS Group
BlackRock
Commonwealth Equity Services
Wells Fargo & Company
William Blair $ Company

View all funds holding iShares Russell 3000 Value Index