iShares Russell 3000 Value Index shares owned by Madison Wealth Partners
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Madison Wealth Partners
from 13F filings
Historical chart of Madison Wealth Partners investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Madison Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $20M | 216k | 90.44 |
| 2023-12-31 | $18M | 215k | 84.33 |
| 2023-09-30 | $15M | 203k | 74.62 |
| 2023-06-30 | $16M | 206k | 78.26 |
| 2023-03-31 | $15M | 199k | 73.78 |
| 2022-12-31 | $14M | 202k | 70.63 |
| 2022-09-30 | $12M | 198k | 62.61 |
| 2022-06-30 | $13M | 194k | 66.88 |
| 2022-03-31 | $14M | 185k | 75.87 |
| 2021-12-31 | $13M | 175k | 76.34 |
| 2021-09-30 | $12M | 165k | 70.88 |
| 2021-06-30 | $11M | 148k | 71.96 |
| 2021-03-31 | $226k | 3.6k | 62.11 |
| 2020-12-31 | $226k | 3.6k | 62.11 |
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