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iShares Russell 3000 Value Index shares owned by Wealthstream Advisors

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

Historical chart of Wealthstream 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 Wealthstream 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 Wealthstream Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $376k 3.9k 95.49
2024-06-30 $347k 3.9k 88.13
2024-03-31 $356k 3.9k 90.44
2023-12-31 $332k 3.9k 84.33
2023-09-30 $294k 3.9k 74.62
2023-06-30 $308k 3.9k 78.26

More positions owned by Wealthstream Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Equity Market (DFUS)
Life360 (LIF)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Russell 3000 Etf (IWV)
American Centy Etf Tr Avantis All Eqt (AVGE)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Wealthstream Advisors

Top funds holding iShares Russell 3000 Value Index

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

View all funds holding iShares Russell 3000 Value Index