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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value Index held by Vantage Financial Partners 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 Vantage Financial Partners

Quarter filed Position value Share count Share price at filing
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