iShares Russell 3000 Value Index shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning 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 Wealth & Retirement Planning 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 Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $234k | 2.3k | 99.95 |
| 2025-06-30 | $222k | 2.3k | 94.63 |
| 2025-03-31 | $216k | 2.3k | 92.29 |
| 2024-12-31 | $217k | 2.3k | 92.59 |
| 2024-09-30 | $224k | 2.3k | 95.49 |
| 2024-06-30 | $207k | 2.3k | 88.13 |
| 2024-03-31 | $212k | 2.3k | 90.44 |
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