iShares Russell 3000 Value Index shares owned by Financial Advocates Investment Management
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Financial Advocates Investment Management
from 13F filings
Historical chart of Financial Advocates Investment Management investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Financial Advocates Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $14M | 184k | 73.95 |
| 2023-12-31 | $9.4M | 105k | 88.90 |
| 2023-09-30 | $6.7M | 91k | 74.05 |
| 2023-06-30 | $6.5M | 83k | 78.26 |
| 2023-03-31 | $5.7M | 77k | 73.78 |
| 2022-12-31 | $5.0M | 70k | 70.63 |
| 2022-09-30 | $3.9M | 62k | 62.61 |
| 2022-06-30 | $3.0M | 45k | 66.88 |
| 2022-03-31 | $5.1M | 67k | 75.87 |
| 2021-12-31 | $5.3M | 63k | 84.00 |
| 2021-09-30 | $3.6M | 51k | 70.88 |
| 2021-06-30 | $4.2M | 52k | 80.70 |
| 2021-03-31 | $2.4M | 35k | 68.90 |
| 2020-12-31 | $2.2M | 35k | 62.20 |
| 2020-09-30 | $1.7M | 32k | 54.28 |
| 2020-06-30 | $1.4M | 28k | 52.28 |
| 2020-03-31 | $1.4M | 31k | 46.18 |
| 2019-12-31 | $1.8M | 28k | 62.99 |
| 2019-09-30 | $1.2M | 20k | 57.80 |
| 2019-06-30 | $845k | 15k | 56.67 |
| 2019-03-31 | $719k | 13k | 54.86 |
| 2018-12-31 | $99k | 9.8k | 10.15 |
| 2018-09-30 | $1.6M | 30k | 52.22 |
| 2018-06-30 | $1.4M | 27k | 53.62 |
| 2018-03-31 | $1.2M | 23k | 53.15 |
| 2017-12-31 | $1.1M | 21k | 55.35 |
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