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iShares Russell 3000 Value Index shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors 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 Mariner Wealth Advisors 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 Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.4M 77k 95.49
2024-06-30 $6.1M 70k 88.13
2024-03-31 $6.5M 72k 90.44
2023-12-31 $7.0M 84k 84.33
2023-09-30 $9.5M 128k 74.62
2023-06-30 $6.1M 77k 78.26
2023-03-31 $6.3M 85k 73.79
2022-12-31 $5.2M 73k 70.64
2022-09-30 $1.4M 22k 62.59
2022-06-30 $1.6M 24k 66.86
2022-03-31 $1.7M 22k 75.85
2021-12-31 $1.5M 20k 76.35
2021-09-30 $1.4M 20k 70.87
2021-06-30 $1.2M 17k 71.96
2021-03-31 $1.1M 16k 68.91
2020-12-31 $1.9M 30k 62.19