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iShares Russell 3000 Value Index shares owned by Grey Fox Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Grey Fox Wealth Advisors from 13F filings

Historical chart of Grey Fox Wealth Advisors 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 Grey Fox Wealth Advisors 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 Grey Fox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 11k 99.95
2025-06-30 $1.0M 11k 94.63
2025-03-31 $821k 8.9k 92.29
2024-12-31 $881k 9.5k 92.59
2024-09-30 $972k 10k 95.49
2024-06-30 $234k 2.7k 88.14
2024-03-31 $239k 2.6k 90.42
2023-12-31 $243k 2.9k 84.32
2023-09-30 $10M 138k 75.06
2023-06-30 $234k 3.0k 78.26
2023-03-31 $220k 3.0k 73.79
2022-12-31 $210k 3.0k 70.63