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iShares Russell 3000 Value Index shares owned by Hilltop Wealth Advisors

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

Historical chart of Hilltop 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 Hilltop 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 Hilltop Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 34k 90.44
2023-12-31 $2.8M 34k 84.33
2023-09-30 $2.3M 31k 74.62
2023-06-30 $2.3M 29k 78.26
2023-03-31 $1.9M 26k 73.78
2022-12-31 $1.4M 20k 70.63
2022-09-30 $864k 14k 62.63
2022-06-30 $264k 3.9k 66.99