iShares Russell 3000 Value Index shares owned by Strategies Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Strategies Wealth Advisors
from 13F filings
Historical chart of Strategies Wealth Advisors investment in iShares Russell 3000 Value Index
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All positions including iShares Russell 3000 Value Index held by Strategies 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 Strategies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $16M | 170k | 95.49 |
| 2024-06-30 | $15M | 172k | 88.13 |
| 2024-03-31 | $16M | 175k | 90.44 |
| 2023-12-31 | $15M | 182k | 84.33 |
| 2023-09-30 | $14M | 188k | 74.62 |
| 2023-06-30 | $15M | 188k | 78.26 |
| 2023-03-31 | $15M | 196k | 73.78 |
| 2022-12-31 | $14M | 194k | 70.63 |
| 2022-06-30 | $8.7M | 130k | 66.88 |
| 2022-03-31 | $9.4M | 123k | 75.87 |
| 2021-12-31 | $9.6M | 126k | 76.34 |
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