iShares Russell 3000 Value Index shares owned by ERTS Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by ERTS Wealth Advisors
from 13F filings
Historical chart of ERTS Wealth Advisors investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by ERTS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $20M | 222k | 90.44 |
| 2023-12-31 | $19M | 230k | 84.33 |
| 2023-09-30 | $17M | 229k | 74.62 |
| 2023-06-30 | $10M | 129k | 78.26 |
| 2023-03-31 | $9.5M | 128k | 73.78 |
| 2022-12-31 | $13M | 186k | 70.63 |
| 2022-09-30 | $15M | 245k | 62.61 |
| 2022-06-30 | $18M | 261k | 66.88 |
| 2022-03-31 | $17M | 229k | 75.87 |
| 2021-12-31 | $19M | 243k | 76.38 |
| 2021-09-30 | $16M | 225k | 70.88 |
| 2021-06-30 | $15M | 209k | 71.96 |
| 2021-03-31 | $10M | 147k | 68.90 |
| 2020-12-31 | $7.6M | 122k | 62.19 |
| 2020-09-30 | $7.1M | 132k | 54.29 |
| 2020-06-30 | $7.4M | 141k | 52.23 |
| 2020-03-31 | $6.6M | 142k | 46.18 |
| 2019-12-31 | $7.0M | 143k | 49.09 |
| 2019-09-30 | $17M | 290k | 57.80 |
| 2019-06-30 | $11M | 196k | 56.65 |
| 2019-03-31 | $10M | 188k | 54.83 |
| 2018-12-31 | $7.0M | 143k | 49.09 |
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