iShares Russell 3000 Value Index shares owned by Stratos Wealth Partners
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Stratos Wealth Partners
from 13F filings
Historical chart of Stratos Wealth Partners investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Stratos Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 131k | 95.49 |
| 2024-06-30 | $11M | 121k | 88.13 |
| 2024-03-31 | $9.5M | 105k | 90.44 |
| 2023-12-31 | $8.8M | 104k | 84.33 |
| 2023-09-30 | $6.7M | 90k | 74.62 |
| 2023-06-30 | $6.7M | 86k | 78.26 |
| 2023-03-31 | $5.0M | 68k | 73.78 |
| 2022-12-31 | $4.5M | 64k | 70.63 |
| 2022-09-30 | $4.1M | 65k | 62.61 |
| 2022-06-30 | $4.3M | 65k | 66.89 |
| 2022-03-31 | $4.9M | 64k | 75.87 |
| 2021-12-31 | $6.0M | 78k | 76.34 |
| 2021-09-30 | $5.8M | 82k | 70.88 |
| 2021-06-30 | $6.0M | 84k | 71.96 |
| 2021-03-31 | $5.4M | 78k | 68.90 |
| 2020-12-31 | $3.2M | 51k | 62.19 |
| 2020-09-30 | $6.2M | 115k | 54.29 |
| 2020-06-30 | $6.6M | 126k | 52.23 |
| 2020-03-31 | $3.6M | 78k | 46.18 |
| 2019-12-31 | $2.8M | 45k | 63.02 |
| 2019-09-30 | $2.4M | 41k | 57.81 |
| 2019-06-30 | $1.8M | 32k | 56.66 |
| 2019-03-31 | $1.2M | 23k | 54.83 |
| 2018-12-31 | $863k | 18k | 49.09 |
| 2018-09-30 | $950k | 17k | 56.35 |
| 2018-06-30 | $683k | 13k | 53.71 |
| 2018-03-31 | $505k | 9.5k | 53.14 |
| 2017-12-31 | $365k | 6.6k | 55.40 |
| 2017-09-30 | $260k | 5.0k | 52.42 |
| 2014-12-31 | $14k | 100 | 136.49 |
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