iShares Russell 3000 Value Index shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 34k | 99.95 |
| 2025-06-30 | $3.2M | 33k | 94.63 |
| 2025-03-31 | $2.4M | 25k | 96.77 |
| 2024-12-31 | $1.8M | 20k | 92.60 |
| 2024-09-30 | $2.0M | 21k | 95.49 |
| 2024-06-30 | $1.0M | 12k | 88.16 |
| 2024-03-31 | $626k | 6.9k | 90.47 |
| 2023-12-31 | $790k | 9.4k | 84.33 |
| 2023-09-30 | $710k | 9.5k | 74.62 |
| 2023-06-30 | $768k | 9.8k | 78.26 |
| 2023-03-31 | $749k | 10k | 73.77 |
| 2022-12-31 | $716k | 10k | 70.63 |
| 2022-09-30 | $643k | 10k | 62.66 |
| 2022-06-30 | $656k | 9.8k | 66.86 |
| 2022-03-31 | $744k | 9.8k | 75.83 |
| 2021-12-31 | $723k | 9.5k | 76.38 |
| 2021-09-30 | $675k | 9.5k | 70.89 |
| 2021-06-30 | $578k | 8.0k | 71.94 |
| 2021-03-31 | $257k | 3.7k | 69.01 |
| 2020-12-31 | $207k | 3.3k | 62.14 |
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