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iShares Russell 3000 Value Index shares owned by Baystate Wealth Management

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

Historical chart of Baystate Wealth Management 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 Baystate Wealth Management 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 Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $129k 1.5k 84.37
2023-09-30 $113k 1.5k 74.65
2023-06-30 $119k 1.5k 78.29
2023-03-31 $112k 1.5k 73.81
2022-12-31 $30k 420 71.43
2022-09-30 $25k 400 62.50
2022-06-30 $27k 400 67.50
2022-03-31 $278k 3.7k 75.96
2021-12-31 $278k 3.6k 76.29
2021-09-30 $28k 400 70.00
2021-06-30 $29k 400 72.50
2021-03-31 $28k 400 70.00
2020-12-31 $25k 400 62.50
2020-09-30 $22k 400 55.00
2020-06-30 $21k 400 52.50
2020-03-31 $18k 400 45.00
2019-12-31 $25k 400 62.50
2019-09-30 $23k 400 57.50
2019-06-30 $23k 400 57.50
2019-03-31 $23k 400 57.50