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iShares Russell 3000 Value Index shares owned by Mutual Advisors

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

Historical chart of Mutual Advisors 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 Mutual 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 Mutual Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 45k 90.44
2023-12-31 $3.6M 43k 84.33
2023-09-30 $3.1M 41k 74.62
2023-06-30 $2.9M 37k 78.26
2023-03-31 $2.4M 33k 73.78
2022-12-31 $2.4M 34k 70.63
2022-09-30 $1.7M 28k 62.60
2022-06-30 $1.7M 25k 66.90
2022-03-31 $657k 8.7k 75.83
2021-09-30 $215k 3.0k 70.98
2021-06-30 $4.9M 68k 71.96
2021-03-31 $246k 3.6k 68.97
2020-12-31 $261k 4.2k 62.11
2020-09-30 $220k 4.1k 54.29
2020-06-30 $214k 4.1k 52.21
2019-12-31 $275k 4.4k 62.93
2019-09-30 $304k 5.3k 57.75
2019-06-30 $290k 5.1k 56.57