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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

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Quarterly 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