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
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All positions including iShares Russell 3000 Value Index held by IHT Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |
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