iShares Russell 3000 Value Index shares owned by Fortis Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Fortis Advisors
from 13F filings
Historical chart of Fortis Advisors investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Fortis Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 13k | 95.49 |
| 2024-06-30 | $1.1M | 13k | 88.13 |
| 2024-03-31 | $1.2M | 13k | 90.44 |
| 2023-09-30 | $935k | 13k | 74.62 |
| 2023-06-30 | $980k | 13k | 78.26 |
| 2023-03-31 | $921k | 13k | 73.78 |
| 2022-12-31 | $883k | 13k | 70.63 |
| 2022-09-30 | $767k | 12k | 62.58 |
| 2022-06-30 | $1.1M | 16k | 66.91 |
| 2022-03-31 | $1.2M | 16k | 75.90 |
| 2021-12-31 | $1.2M | 16k | 76.32 |
| 2021-09-30 | $1.1M | 16k | 70.88 |
| 2021-06-30 | $1.4M | 20k | 71.94 |
| 2021-03-31 | $2.4M | 57k | 43.00 |
| 2020-12-31 | $4.4M | 70k | 62.20 |
| 2020-09-30 | $4.5M | 83k | 54.29 |
| 2020-06-30 | $8.8M | 168k | 52.23 |
| 2020-03-31 | $18M | 379k | 46.18 |
| 2019-12-31 | $20M | 318k | 63.02 |
| 2019-09-30 | $12M | 210k | 57.80 |
| 2019-06-30 | $12M | 206k | 56.65 |
| 2019-03-31 | $11M | 205k | 54.83 |
| 2018-12-31 | $10M | 206k | 49.09 |
| 2018-09-30 | $1.2M | 22k | 56.39 |
| 2018-06-30 | $1.2M | 22k | 53.67 |
| 2018-03-31 | $1.2M | 22k | 53.12 |
| 2017-12-31 | $1.7M | 31k | 55.40 |
| 2017-09-30 | $1.8M | 34k | 52.36 |
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