iShares Russell 3000 Value Index shares owned by Symphony Financial
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Symphony Financial
from 13F filings
Historical chart of Symphony Financial investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Symphony Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 116k | 100.18 |
| 2025-06-30 | $11M | 100k | 110.21 |
| 2025-03-31 | $8.4M | 95k | 87.93 |
| 2024-12-31 | $11M | 113k | 94.52 |
| 2024-09-30 | $11M | 112k | 95.17 |
| 2024-06-30 | $9.4M | 108k | 87.85 |
| 2024-03-31 | $7.2M | 79k | 90.44 |
| 2023-12-31 | $9.1M | 109k | 83.91 |
| 2023-09-30 | $22M | 289k | 75.02 |
| 2023-06-30 | $14M | 185k | 77.77 |
| 2023-03-31 | $12M | 169k | 73.02 |
| 2022-12-31 | $13M | 177k | 73.05 |
| 2022-09-30 | $6.4M | 101k | 63.32 |
| 2022-06-30 | $8.6M | 128k | 67.28 |
| 2022-03-31 | $11M | 151k | 74.40 |
| 2021-12-31 | $7.8M | 101k | 76.91 |
| 2021-09-30 | $4.9M | 68k | 72.10 |
| 2021-06-30 | $4.5M | 63k | 71.81 |
| 2021-03-31 | $6.2M | 69k | 90.27 |
| 2020-12-31 | $1.4M | 22k | 61.29 |
| 2020-09-30 | $245k | 4.5k | 54.28 |
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