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iShares Russell 3000 Value Index shares owned by Bedel Financial Consulting

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

Historical chart of Bedel Financial Consulting 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 Bedel Financial Consulting 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 Bedel Financial Consulting

Quarter filed Position value Share count Share price at filing
2024-03-31 $362k 4.0k 90.44
2023-12-31 $337k 4.0k 84.33
2023-09-30 $298k 4.0k 74.62
2023-06-30 $313k 4.0k 78.26
2023-03-31 $296k 4.0k 73.78
2022-12-31 $284k 4.0k 70.63
2022-09-30 $281k 4.0k 69.94
2022-06-30 $368k 5.5k 66.87
2022-03-31 $305k 4.0k 75.91
2021-12-31 $307k 4.0k 76.41
2021-09-30 $285k 4.0k 70.93
2021-06-30 $286k 4.0k 71.93
2021-03-31 $273k 4.0k 68.99
2020-12-31 $247k 4.0k 62.19
2020-09-30 $218k 4.0k 54.31
2020-06-30 $204k 3.9k 52.31
2020-03-31 $180k 3.9k 46.15
2019-12-31 $246k 3.9k 63.08
2019-09-30 $2.0M 35k 57.81
2019-06-30 $2.0M 35k 56.66
2019-03-31 $1.9M 35k 54.83
2018-12-31 $1.5M 32k 49.09
2018-09-30 $1.8M 34k 54.81
2018-06-30 $1.8M 34k 53.68
2018-03-31 $1.8M 34k 53.13
2017-12-31 $216k 3.9k 55.38