iShares Russell 3000 Value Index shares owned by Sunbelt Securities
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Sunbelt Securities
from 13F filings
Historical chart of Sunbelt Securities investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Sunbelt Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 41k | 99.95 |
| 2025-06-30 | $4.9M | 53k | 92.59 |
| 2025-03-31 | $5.1M | 55k | 92.29 |
| 2024-12-31 | $4.8M | 52k | 92.51 |
| 2024-09-30 | $4.6M | 48k | 95.49 |
| 2024-06-30 | $3.1M | 36k | 88.13 |
| 2024-03-31 | $3.1M | 34k | 90.44 |
| 2023-12-31 | $2.4M | 29k | 84.33 |
| 2023-09-30 | $1.5M | 21k | 74.62 |
| 2023-06-30 | $1.2M | 16k | 78.26 |
| 2023-03-31 | $730k | 10k | 72.77 |
| 2022-12-31 | $1.2M | 17k | 70.63 |
| 2022-09-30 | $647k | 10k | 62.63 |
| 2022-06-30 | $307k | 4.6k | 66.88 |
| 2022-03-31 | $357k | 4.7k | 76.76 |
| 2021-12-31 | $438k | 5.8k | 75.73 |
| 2021-09-30 | $355k | 5.0k | 71.34 |
| 2021-06-30 | $355k | 5.0k | 71.34 |
| 2021-03-31 | $327k | 4.7k | 68.99 |
| 2019-12-31 | $32k | 2.0k | 15.76 |
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