iShares Russell 3000 Value Index shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $12M | 143k | 84.33 |
| 2023-09-30 | $15M | 200k | 74.62 |
| 2023-06-30 | $17M | 210k | 78.26 |
| 2023-03-31 | $18M | 241k | 73.78 |
| 2022-12-31 | $19M | 271k | 70.63 |
| 2022-09-30 | $18M | 294k | 62.61 |
| 2022-06-30 | $21M | 320k | 66.88 |
| 2022-03-31 | $26M | 339k | 75.87 |
| 2021-12-31 | $27M | 359k | 76.34 |
| 2021-09-30 | $26M | 365k | 70.88 |
| 2021-06-30 | $27M | 379k | 71.96 |
| 2021-03-31 | $28M | 400k | 68.90 |
| 2020-12-31 | $25M | 402k | 62.19 |
| 2020-09-30 | $22M | 399k | 54.29 |
| 2020-06-30 | $19M | 370k | 52.23 |
| 2020-03-31 | $15M | 331k | 46.18 |
| 2019-12-31 | $19M | 302k | 63.02 |
| 2019-09-30 | $16M | 273k | 57.80 |
| 2019-06-30 | $12M | 219k | 56.65 |
| 2019-03-31 | $7.6M | 138k | 54.83 |
| 2018-12-31 | $1.4M | 28k | 49.07 |
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