iShares Russell 3000 Value Index shares owned by Benchmark Financial Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Benchmark Financial Wealth Advisors
from 13F filings
Historical chart of Benchmark Financial Wealth Advisors investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Benchmark Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $249k | 2.8k | 90.43 |
| 2023-12-31 | $351k | 4.2k | 84.32 |
| 2023-09-30 | $307k | 4.1k | 74.62 |
| 2023-06-30 | $322k | 4.1k | 78.26 |
| 2023-03-31 | $438k | 5.9k | 73.78 |
| 2022-12-31 | $467k | 6.6k | 70.63 |
| 2022-09-30 | $540k | 8.6k | 62.61 |
| 2022-06-30 | $576k | 8.6k | 66.91 |
| 2022-03-31 | $662k | 8.7k | 75.90 |
| 2021-12-31 | $670k | 8.8k | 76.34 |
| 2021-09-30 | $638k | 9.0k | 70.83 |
| 2021-06-30 | $3.1M | 44k | 71.96 |
| 2021-03-31 | $3.0M | 43k | 68.91 |
| 2020-12-31 | $2.7M | 43k | 62.18 |
| 2020-09-30 | $2.1M | 38k | 54.29 |
| 2020-06-30 | $2.0M | 39k | 52.22 |
| 2020-03-31 | $499k | 11k | 46.21 |
| 2019-12-31 | $426k | 6.8k | 62.97 |
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