iShares Russell 3000 Value Index shares owned by ValMark Advisers
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.3M | 73k | 99.95 |
| 2025-06-30 | $6.5M | 69k | 94.63 |
| 2025-03-31 | $5.5M | 59k | 92.29 |
| 2024-12-31 | $4.8M | 52k | 92.59 |
| 2024-09-30 | $4.5M | 47k | 95.49 |
| 2024-06-30 | $4.4M | 50k | 88.13 |
| 2024-03-31 | $2.6M | 28k | 90.44 |
| 2023-12-31 | $2.2M | 26k | 84.33 |
| 2023-09-30 | $1.9M | 26k | 74.62 |
| 2023-06-30 | $2.0M | 26k | 78.26 |
| 2023-03-31 | $1.9M | 25k | 73.78 |
| 2022-12-31 | $1.7M | 25k | 70.63 |
| 2022-09-30 | $1.5M | 24k | 62.61 |
| 2022-06-30 | $1.7M | 26k | 66.87 |
| 2022-03-31 | $2.6M | 34k | 75.86 |
| 2021-12-31 | $2.1M | 27k | 76.35 |
| 2021-09-30 | $2.1M | 30k | 70.89 |
| 2021-06-30 | $2.1M | 29k | 71.95 |
| 2021-03-31 | $1.9M | 27k | 68.92 |
| 2020-12-31 | $608k | 9.8k | 62.22 |
| 2020-06-30 | $247k | 4.7k | 52.21 |
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