iShares Russell 3000 Value Index shares owned by Lutz Financial Services
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 130k | 90.44 |
| 2023-12-31 | $11M | 131k | 84.33 |
| 2023-09-30 | $9.8M | 131k | 74.62 |
| 2023-06-30 | $11M | 143k | 78.26 |
| 2023-03-31 | $11M | 143k | 73.78 |
| 2022-12-31 | $10M | 147k | 70.63 |
| 2022-09-30 | $9.6M | 153k | 62.61 |
| 2022-06-30 | $13M | 191k | 66.88 |
| 2022-03-31 | $11M | 145k | 75.87 |
| 2021-12-31 | $11M | 145k | 76.34 |
| 2021-09-30 | $10M | 144k | 70.88 |
| 2021-06-30 | $9.7M | 135k | 71.96 |
| 2021-03-31 | $9.4M | 137k | 68.90 |
| 2020-12-31 | $8.3M | 134k | 62.19 |
| 2020-09-30 | $7.2M | 133k | 54.29 |
| 2020-06-30 | $7.0M | 133k | 52.23 |
| 2020-03-31 | $7.9M | 172k | 46.18 |
| 2019-12-31 | $2.6M | 41k | 63.03 |
| 2019-09-30 | $2.4M | 41k | 57.81 |
| 2019-06-30 | $2.3M | 41k | 56.65 |
| 2019-03-31 | $2.2M | 40k | 54.82 |
| 2018-12-31 | $1.9M | 38k | 49.09 |
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