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iShares Russell 3000 Value Index shares owned by Sym Financial Corporation

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

Historical chart of Sym Financial Corporation 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 Sym Financial Corporation 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 Sym Financial Corporation

Quarter filed Position value Share count Share price at filing
2024-03-31 $424k 4.7k 90.44
2023-12-31 $406k 4.8k 84.33
2023-09-30 $360k 4.8k 74.62
2023-06-30 $604k 7.7k 78.26
2023-03-31 $581k 7.9k 73.78
2022-12-31 $511k 7.2k 70.63
2022-09-30 $476k 7.6k 62.65
2022-06-30 $464k 6.9k 66.83
2022-03-31 $576k 7.6k 75.86
2021-12-31 $580k 7.6k 76.39
2021-09-30 $632k 8.9k 70.86
2021-06-30 $445k 6.2k 71.99
2021-03-31 $426k 6.2k 68.92
2020-12-31 $364k 5.9k 62.21
2020-09-30 $166k 3.1k 54.28
2020-06-30 $150k 2.9k 52.36
2020-03-31 $132k 2.9k 46.11
2019-12-31 $180k 2.9k 62.87
2019-09-30 $165k 2.9k 57.63
2019-06-30 $179k 3.2k 56.57
2019-03-31 $173k 3.2k 54.68
2018-12-31 $154k 3.1k 48.98
2018-09-30 $177k 3.1k 56.30
2018-06-30 $169k 3.1k 53.75
2018-03-31 $240k 4.5k 53.02
2017-12-31 $251k 4.5k 55.45