iShares Russell 3000 Value Index shares owned by Phillips Financial Management
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 14k | 90.44 |
| 2023-12-31 | $1.2M | 14k | 84.33 |
| 2023-09-30 | $1.1M | 14k | 74.62 |
| 2023-06-30 | $1.1M | 14k | 78.26 |
| 2023-03-31 | $1.1M | 15k | 73.78 |
| 2022-12-31 | $1.0M | 15k | 70.63 |
| 2022-09-30 | $965k | 15k | 62.59 |
| 2022-06-30 | $1.0M | 16k | 66.85 |
| 2022-03-31 | $1.2M | 16k | 75.90 |
| 2021-12-31 | $1.2M | 15k | 76.36 |
| 2021-09-30 | $1.1M | 16k | 70.90 |
| 2021-06-30 | $1.2M | 16k | 71.95 |
| 2021-03-31 | $1.2M | 18k | 68.91 |
| 2020-12-31 | $1.1M | 18k | 62.17 |
| 2020-09-30 | $991k | 18k | 54.30 |
| 2020-06-30 | $966k | 19k | 52.21 |
| 2020-03-31 | $568k | 13k | 44.05 |
| 2019-06-30 | $589k | 10k | 57.00 |
| 2019-03-31 | $868k | 16k | 55.54 |
| 2018-12-31 | $1.0M | 21k | 49.10 |
| 2018-09-30 | $1.7M | 31k | 56.59 |
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