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iShares Russell 3000 Value Index shares owned by 180 Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by 180 Wealth Advisors from 13F filings

Historical chart of 180 Wealth 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 180 Wealth 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 180 Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.5M 61k 90.44
2023-12-31 $5.3M 62k 84.85
2023-09-30 $4.8M 64k 74.62
2023-06-30 $5.2M 66k 78.50
2023-03-31 $5.0M 68k 73.78
2022-12-31 $5.2M 69k 75.19
2022-09-30 $4.3M 69k 62.61
2022-06-30 $4.7M 70k 67.67
2022-03-31 $5.4M 70k 76.67
2021-12-31 $5.2M 70k 73.89
2021-09-30 $5.2M 71k 73.62
2021-06-30 $5.3M 72k 73.58
2021-03-31 $5.3M 73k 72.65
2020-12-31 $4.8M 75k 63.95
2020-09-30 $4.2M 76k 55.82
2020-06-30 $4.1M 75k 54.12
2020-03-31 $3.6M 80k 45.15
2019-12-31 $4.6M 73k 63.25
2019-09-30 $4.1M 71k 57.65
2019-06-30 $3.6M 63k 56.80
2019-03-31 $3.3M 60k 55.99
2018-12-31 $2.0M 36k 56.38
2018-09-30 $2.0M 36k 56.38
2018-06-30 $1.7M 31k 53.67
2018-03-31 $1.1M 20k 53.38
2017-12-31 $707k 13k 55.42