iShares Russell 3000 Value Index shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares Russell 3000 Value Index
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All positions including iShares Russell 3000 Value Index held by EP Wealth Advisors 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 EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.2M | 39k | 84.33 |
| 2023-09-30 | $2.9M | 39k | 74.62 |
| 2023-06-30 | $3.1M | 3.6k | 859.85 |
| 2023-03-31 | $1.2M | 14k | 88.77 |
| 2022-12-31 | $2.8M | 39k | 70.63 |
| 2022-09-30 | $2.5M | 40k | 62.61 |
| 2022-06-30 | $2.8M | 43k | 66.89 |
| 2022-03-31 | $3.3M | 43k | 75.87 |
| 2021-12-31 | $3.5M | 46k | 76.34 |
| 2021-09-30 | $3.3M | 3.5k | 942.06 |
| 2021-06-30 | $3.8M | 52k | 71.95 |
| 2021-03-31 | $3.6M | 52k | 68.89 |
| 2020-12-31 | $689k | 11k | 62.18 |
| 2020-06-30 | $584k | 11k | 52.27 |
| 2020-03-31 | $657k | 14k | 46.15 |
| 2019-12-31 | $1.1M | 17k | 63.01 |
| 2019-09-30 | $959k | 17k | 57.78 |
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