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
Download as csv Download as ExcelQuarterly 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 |
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