iShares Russell 3000 Value Index shares owned by Lake Street Financial
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $582k | 6.4k | 90.44 |
| 2023-12-31 | $542k | 6.4k | 84.34 |
| 2023-09-30 | $481k | 6.4k | 74.82 |
| 2023-06-30 | $503k | 6.4k | 78.27 |
| 2023-03-31 | $483k | 6.5k | 73.78 |
| 2022-12-31 | $469k | 6.6k | 70.63 |
| 2022-09-30 | $415k | 6.6k | 62.60 |
| 2022-06-30 | $443k | 6.6k | 66.83 |
| 2022-03-31 | $503k | 6.6k | 75.88 |
| 2021-12-31 | $506k | 6.6k | 76.33 |
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