iShares Russell 3000 Value Index shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 23k | 90.88 |
| 2023-12-31 | $21M | 252k | 84.64 |
| 2023-09-30 | $12M | 166k | 74.62 |
| 2023-06-30 | $15M | 190k | 78.26 |
| 2023-03-31 | $12M | 167k | 73.78 |
| 2022-12-31 | $12M | 163k | 70.63 |
| 2022-09-30 | $8.6M | 137k | 62.61 |
| 2022-06-30 | $8.6M | 128k | 66.88 |
| 2022-03-31 | $9.6M | 127k | 75.87 |
| 2021-12-31 | $9.7M | 127k | 76.34 |
| 2021-09-30 | $8.4M | 118k | 70.88 |
| 2021-06-30 | $8.2M | 114k | 71.96 |
| 2021-03-31 | $7.6M | 111k | 68.90 |
| 2020-12-31 | $7.1M | 113k | 62.19 |
| 2020-09-30 | $5.8M | 106k | 54.29 |
| 2020-06-30 | $6.0M | 115k | 52.23 |
| 2020-03-31 | $4.0M | 87k | 46.17 |
| 2019-12-31 | $3.6M | 57k | 63.03 |
| 2019-09-30 | $1.9M | 33k | 57.81 |
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