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iShares Russell 3000 Value Index shares owned by IHT Wealth Management

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

Historical chart of IHT 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 IHT 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 IHT Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.8M 53k 90.44
2023-12-31 $5.9M 70k 84.33
2023-09-30 $5.3M 71k 74.62
2023-06-30 $5.8M 74k 78.26
2023-03-31 $5.8M 79k 73.78
2022-12-31 $6.2M 88k 70.63
2022-09-30 $5.7M 92k 62.61
2022-06-30 $6.3M 94k 66.88
2022-03-31 $7.1M 94k 75.87
2021-12-31 $7.2M 94k 76.34
2021-09-30 $6.7M 95k 70.88
2021-06-30 $7.4M 103k 71.96
2021-03-31 $7.0M 102k 68.90
2020-12-31 $5.7M 91k 62.19
2020-09-30 $5.1M 95k 54.29
2020-06-30 $5.0M 95k 52.23
2020-03-31 $4.7M 102k 46.18
2019-12-31 $16M 253k 63.02
2019-09-30 $12M 208k 57.80
2019-06-30 $8.7M 154k 56.65
2019-03-31 $7.4M 135k 54.83
2018-12-31 $5.9M 119k 49.09
2018-09-30 $6.1M 108k 56.38
2018-06-30 $3.8M 70k 53.68
2018-03-31 $3.1M 59k 51.95
2017-12-31 $2.2M 39k 56.50
2017-09-30 $1.8M 34k 52.74
2017-06-30 $26k 33k 0.79
2017-03-31 $4.0k 75 53.33