iShares Russell 3000 Value Index shares owned by Summit Financial
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares Russell 3000 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Value Index held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 3000 Value Index by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.9M | 32k | 90.44 |
| 2023-12-31 | $2.7M | 32k | 84.33 |
| 2023-09-30 | $2.2M | 29k | 75.06 |
| 2023-06-30 | $2.0M | 26k | 78.26 |
| 2023-03-31 | $1.8M | 24k | 73.78 |
| 2022-12-31 | $1.7M | 24k | 70.63 |
| 2022-09-30 | $1.6M | 25k | 62.61 |
| 2022-06-30 | $1.7M | 25k | 66.88 |
| 2022-03-31 | $2.0M | 26k | 75.87 |
| 2021-12-31 | $2.0M | 27k | 76.34 |
| 2021-09-30 | $1.8M | 26k | 70.88 |
| 2021-06-30 | $1.9M | 26k | 71.96 |
| 2021-03-31 | $1.8M | 26k | 68.90 |
| 2020-12-31 | $1.6M | 26k | 62.19 |
| 2020-09-30 | $1.4M | 26k | 54.29 |
| 2020-06-30 | $1.3M | 26k | 52.23 |
| 2020-03-31 | $2.2M | 47k | 46.18 |
| 2019-12-31 | $2.6M | 42k | 63.02 |
| 2019-09-30 | $3.1M | 54k | 57.80 |
| 2019-06-30 | $2.5M | 44k | 56.65 |
| 2019-03-31 | $1.9M | 35k | 54.83 |
| 2018-12-31 | $1.6M | 32k | 49.09 |
Top funds holding iShares Russell 3000 Value Index
View all funds holding iShares Russell 3000 Value Index