iShares Russell 3000 Value Index shares owned by SC&H Financial Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by SC&H Financial Advisors
from 13F filings
Historical chart of SC&H Financial Advisors investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by SC&H Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $287k | 3.1k | 92.60 |
| 2024-09-30 | $295k | 3.1k | 95.48 |
| 2024-06-30 | $299k | 3.4k | 88.13 |
| 2024-03-31 | $306k | 3.4k | 90.44 |
| 2023-12-31 | $284k | 3.4k | 84.33 |
| 2023-09-30 | $250k | 3.3k | 74.61 |
| 2023-06-30 | $262k | 3.3k | 78.25 |
| 2023-03-31 | $261k | 3.5k | 73.78 |
| 2022-03-31 | $201k | 2.7k | 75.82 |
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