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iShares Russell 3000 Value Index shares owned by Zrc Wealth Management

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

Historical chart of Zrc Wealth Management 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 Zrc Wealth Management 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 Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $39k 384 102.54
2025-09-30 $38k 384 99.95
2025-06-30 $36k 384 94.63
2025-03-31 $79k 851 92.29
2024-12-31 $79k 851 92.59

More positions owned by Zrc Wealth Management

Ishares Tr Core Univrsl Usd (IUSB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)
Schwab Strategic Tr Us Reit Etf (SCHH)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Zrc Wealth Management

Top funds holding iShares Russell 3000 Value Index

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Merit Financial Group
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
Royal Bank of Canada
Venturi Wealth Management
Commonwealth Equity Services
Foster Group

View all funds holding iShares Russell 3000 Value Index