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iShares Russell 3000 Value Index shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2023-09-30 $9.7M 130k 74.62
2023-06-30 $11M 140k 78.26
2023-03-31 $10M 139k 73.78
2022-12-31 $8.5M 120k 70.63
2022-09-30 $7.8M 125k 62.61
2022-06-30 $8.4M 125k 66.88
2022-03-31 $9.5M 125k 75.87
2021-12-31 $9.6M 126k 76.34
2021-09-30 $8.7M 123k 70.88
2021-06-30 $8.5M 119k 71.96
2021-03-31 $7.9M 115k 68.90
2020-12-31 $6.9M 111k 62.19
2020-09-30 $8.2M 151k 54.29
2020-06-30 $7.5M 144k 52.23
2020-03-31 $7.0M 151k 46.18
2019-12-31 $9.9M 157k 63.02
2019-09-30 $8.9M 154k 57.80
2019-06-30 $8.5M 151k 56.65
2019-03-31 $8.2M 150k 54.83
2018-12-31 $7.0M 143k 49.09
2018-09-30 $7.7M 136k 56.58
2018-06-30 $7.6M 143k 53.63
2018-03-31 $7.2M 138k 51.95
2017-12-31 $7.6M 134k 56.50