iShares Russell 3000 Value Index shares owned by Vantage Financial Partners
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Vantage Financial Partners
from 13F filings
Historical chart of Vantage Financial Partners investment in iShares Russell 3000 Value Index
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Quarterly reported holdings in iShares Russell 3000 Value Index by Vantage Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.8M | 40k | 95.49 |
| 2024-06-30 | $5.4M | 61k | 88.13 |
| 2024-03-31 | $5.4M | 60k | 90.44 |
| 2023-12-31 | $4.9M | 58k | 84.33 |
| 2023-09-30 | $4.2M | 57k | 74.62 |
| 2023-06-30 | $4.5M | 57k | 78.26 |
| 2023-03-31 | $4.2M | 57k | 73.78 |
| 2022-12-31 | $2.3M | 33k | 70.63 |
| 2022-09-30 | $2.8M | 45k | 62.60 |
| 2022-06-30 | $7.9M | 118k | 66.88 |
| 2022-03-31 | $9.6M | 127k | 75.87 |
| 2021-12-31 | $20M | 256k | 76.34 |
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