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iShares Russell 3000 Value Index shares owned by Evanson Asset Management

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

Historical chart of Evanson Asset 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 Evanson Asset 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 Evanson Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $238k 2.5k 95.50
2024-06-30 $218k 2.5k 88.14
2024-03-31 $223k 2.5k 90.45
2023-12-31 $207k 2.5k 84.34
2019-03-31 $284k 5.2k 54.76
2018-12-31 $312k 6.4k 49.05
2018-09-30 $355k 6.3k 56.38
2018-06-30 $336k 6.3k 53.68