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iShares Russell 3000 Value Index shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management 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 Heritage Wealth Management 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $249k 3.0k 84.33
2022-12-31 $412k 5.8k 70.63
2022-09-30 $187k 3.0k 62.67
2022-06-30 $200k 3.0k 66.88
2022-03-31 $231k 3.0k 75.84
2021-09-30 $214k 3.0k 70.81
2021-06-30 $265k 3.7k 71.91
2021-03-31 $260k 3.8k 68.86