iShares Russell 3000 Value Index shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 3000 Value Index by H D Vest Advisory Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $22M | 263k | 84.33 |
2023-09-30 | $21M | 287k | 74.62 |
2023-06-30 | $24M | 303k | 78.26 |
2023-03-31 | $22M | 300k | 73.78 |
2022-12-31 | $21M | 296k | 70.63 |
2022-09-30 | $19M | 309k | 62.61 |
2022-06-30 | $21M | 314k | 66.88 |
2022-03-31 | $22M | 289k | 75.85 |
2021-12-31 | $20M | 266k | 76.34 |
2021-09-30 | $18M | 258k | 70.88 |
2021-06-30 | $18M | 244k | 72.00 |
2021-03-31 | $15M | 213k | 68.96 |
2020-12-31 | $6.3M | 101k | 62.24 |
2020-09-30 | $6.4M | 118k | 54.29 |
2020-06-30 | $4.5M | 87k | 52.21 |
2020-03-31 | $4.3M | 92k | 46.24 |
2019-12-31 | $1.5M | 23k | 63.04 |
2019-09-30 | $678k | 12k | 57.80 |
2019-06-30 | $250k | 4.4k | 56.56 |
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