ValMark Advisers »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value Index held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Value Index by ValMark Advisers

Quarter filed Position value Share count Share price at filing
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