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iShares Russell 3000 Value Index shares owned by Endurance Wealth Management

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

Historical chart of Endurance 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 Endurance 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 Endurance Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.8M 24k 78.25
2023-03-31 $1.7M 24k 73.83
2022-12-31 $1.7M 24k 70.67
2022-09-30 $1.5M 23k 62.60
2022-06-30 $1.6M 23k 66.93
2022-03-31 $1.8M 24k 75.92
2021-12-31 $12M 88k 140.00
2021-09-30 $6.9M 97k 70.89
2021-06-30 $6.9M 96k 71.88
2021-03-31 $6.6M 96k 68.94
2020-12-31 $4.9M 79k 62.25
2020-09-30 $4.3M 79k 54.25
2020-06-30 $4.1M 79k 52.25
2020-03-31 $5.1M 80k 63.04
2019-12-31 $5.1M 80k 63.04
2019-09-30 $4.1M 70k 57.78
2019-06-30 $4.0M 70k 56.67
2019-03-31 $3.6M 66k 54.86
2018-12-31 $2.8M 57k 49.19