iShares Russell 3000 Value Index shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 34k | 95.49 |
| 2024-06-30 | $3.0M | 34k | 88.13 |
| 2024-03-31 | $3.0M | 33k | 90.44 |
| 2023-12-31 | $2.8M | 33k | 84.33 |
| 2023-09-30 | $2.4M | 33k | 74.62 |
| 2023-06-30 | $2.0M | 26k | 78.26 |
| 2023-03-31 | $1.9M | 26k | 73.78 |
| 2022-12-31 | $1.9M | 27k | 70.63 |
| 2022-09-30 | $1.7M | 27k | 62.61 |
| 2022-06-30 | $1.8M | 27k | 66.88 |
| 2022-03-31 | $1.8M | 24k | 75.87 |
| 2021-12-31 | $1.8M | 24k | 76.34 |
| 2021-09-30 | $1.6M | 22k | 70.88 |
| 2021-06-30 | $1.6M | 22k | 71.96 |
| 2021-03-31 | $1.4M | 20k | 68.90 |
| 2020-12-31 | $1.2M | 20k | 62.19 |
| 2020-09-30 | $1.1M | 20k | 54.29 |
| 2020-06-30 | $1.0M | 20k | 52.23 |
| 2020-03-31 | $893k | 19k | 46.18 |
| 2019-12-31 | $1.2M | 19k | 63.02 |
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