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iShares Russell 3000 Value Index shares owned by Valley Forge Investment Consultants Inc Adv

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Valley Forge Investment Consultants Inc Adv from 13F filings

Historical chart of Valley Forge Investment Consultants Inc Adv 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 Valley Forge Investment Consultants Inc Adv 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 Valley Forge Investment Consultants Inc Adv

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.2M 25k 88.13
2024-03-31 $2.3M 26k 90.44
2023-12-31 $814k 9.7k 84.33
2023-09-30 $2.5M 34k 74.62
2023-06-30 $2.6M 34k 78.26
2023-03-31 $2.5M 34k 73.78
2022-12-31 $2.4M 34k 70.63
2022-09-30 $2.5M 39k 62.62
2022-06-30 $2.6M 39k 66.88
2022-03-31 $3.1M 40k 75.86
2021-12-31 $3.0M 39k 76.34
2021-09-30 $2.8M 39k 71.95
2021-06-30 $2.8M 39k 71.95
2021-03-31 $2.7M 39k 68.89
2020-12-31 $2.4M 38k 62.19