IUSV — ISHARES RUSSELL 3000 VALUE INDEX FUND

Ownership history in General Partner, Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which General Partner, Inc. reported a position in ISHARES RUSSELL 3000 VALUE INDEX FUND (IUSV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.54% (2025 Q1)
Avg. % of fund
1.46%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 25,634 — 0% 1.49% $2.6M $102.15
2025 Q3 UNCHANGED 25,634 — 0% 1.41% $2.6M $99.04
2025 Q2 UNCHANGED 25,634 — 0% 1.42% $2.4M $93.32
2025 Q1 UNCHANGED 25,634 — 0% 1.54% $2.4M $90.59
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IUSV price (monthly, adj. close)

Other funds also holding IUSV

As of 2025 Q4 — sorted by position size

SOUTHERN CAPITAL ADVISORS, LLC 3Y 13.89% Tanglewood Legacy Advisors, LLC 3Y 13.71% Veracity Capital LLC 3Y 12.22% PCA Investment Advisory Services Inc. 10.84% FORTRESS FINANCIAL GROUP, LLC 10.67% ASPIRIANT, LLC 3Y 7Y 10.55% Birchcreek Wealth Management, LLC 3Y 10.03% Keenan, LLC 9.87% Kestra Investment Management, LLC 9.46% IRONWOOD WEALTH MANAGEMENT, INC. 3Y 9.16%
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