iShares Russell 3000 Value Index shares owned by Pinnacle Family Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Pinnacle Family Advisors
from 13F filings
Historical chart of Pinnacle Family Advisors investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Pinnacle Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $202k | 2.3k | 88.13 |
| 2024-03-31 | $207k | 2.3k | 90.43 |
| 2023-06-30 | $205k | 2.6k | 78.26 |
| 2022-03-31 | $231k | 3.0k | 75.89 |
| 2021-12-31 | $217k | 2.8k | 76.33 |
| 2021-09-30 | $241k | 3.4k | 70.86 |
| 2021-06-30 | $245k | 3.4k | 72.06 |
| 2021-03-31 | $234k | 3.4k | 68.84 |
| 2020-12-31 | $234k | 3.8k | 62.12 |
| 2020-09-30 | $204k | 3.8k | 54.17 |
| 2020-06-30 | $215k | 4.1k | 52.32 |
| 2019-12-31 | $251k | 4.0k | 63.02 |
| 2019-09-30 | $230k | 4.0k | 57.76 |
| 2019-06-30 | $225k | 4.0k | 56.53 |
| 2019-03-31 | $218k | 4.0k | 54.80 |
| 2018-12-31 | $896k | 18k | 49.09 |
| 2018-09-30 | $988k | 18k | 56.36 |
| 2018-06-30 | $928k | 17k | 53.69 |
| 2018-03-31 | $927k | 18k | 53.12 |
| 2017-12-31 | $961k | 17k | 55.38 |
| 2017-09-30 | $881k | 17k | 52.32 |
| 2017-06-30 | $268k | 5.3k | 50.95 |
| 2017-03-31 | $260k | 5.2k | 50.49 |
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