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iShares Russell 3000 Value Index shares owned by WESPAC Advisors SoCal

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

Historical chart of WESPAC Advisors SoCal 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 WESPAC Advisors SoCal 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 WESPAC Advisors SoCal

Quarter filed Position value Share count Share price at filing
2026-06-30 $212k 1.9k 110.15

More positions owned by WESPAC Advisors SoCal

Vaneck Etf Trust Semiconductr Etf (SMH)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Apple (AAPL)
Micron Technology (MU)
Wal-Mart Stores (WMT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Str Sp Aero (XAR)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
First Tr Exchange-traded Nasdq Cln Edge (GRID)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Janus Detroit Str Tr Henderson Mtg (JMBS)

View all positions for WESPAC Advisors SoCal

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
LPL Financial
Morgan Stanley
Jones Financial Companies, L.L
Envestnet Asset Management
Signature
Ronald Blue Trust
Kestra Investment Management
Aspiriant
Merit Financial Group
Raymond James Financial
UBS Group
Royal Bank of Canada
Pnc Financial Services
Auto-Owners Insurance

View all funds holding iShares Russell 3000 Value Index