iShares Russell 3000 Value Index shares owned by Financial Perspectives
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Financial Perspectives
from 13F filings
Historical chart of Financial Perspectives investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Financial Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $175k | 1.8k | 99.92 |
| 2025-06-30 | $165k | 1.7k | 94.64 |
| 2025-03-31 | $162k | 1.8k | 92.30 |
| 2024-12-31 | $161k | 1.7k | 92.60 |
| 2024-09-30 | $166k | 1.7k | 95.49 |
| 2024-06-30 | $152k | 1.7k | 88.15 |
| 2024-03-31 | $153k | 1.7k | 90.45 |
| 2023-12-31 | $138k | 1.6k | 84.33 |
| 2023-09-30 | $116k | 1.6k | 74.61 |
| 2023-06-30 | $119k | 1.5k | 78.25 |
| 2023-03-31 | $112k | 1.5k | 73.80 |
| 2022-12-31 | $106k | 1.5k | 70.63 |
| 2022-09-30 | $94k | 1.5k | 62.60 |
| 2022-06-30 | $99k | 1.5k | 66.89 |
| 2022-03-31 | $112k | 1.5k | 75.89 |
| 2021-12-31 | $110k | 1.4k | 76.35 |
| 2021-09-30 | $101k | 1.4k | 70.87 |
| 2021-06-30 | $102k | 1.4k | 71.98 |
| 2021-03-31 | $1.4M | 98k | 14.51 |
| 2020-12-31 | $88k | 1.4k | 62.18 |
| 2020-09-30 | $77k | 1.4k | 54.29 |
| 2020-06-30 | $73k | 1.4k | 52.21 |
| 2020-03-31 | $65k | 1.4k | 46.19 |
| 2019-12-31 | $88k | 1.4k | 63.03 |
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