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iShares Russell 3000 Value Index shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management 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 Warren Averett Asset Management 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $975k 12k 84.33
2023-09-30 $863k 12k 74.62
2023-06-30 $905k 12k 78.26
2023-03-31 $853k 12k 73.78
2022-12-31 $830k 12k 70.63
2022-09-30 $757k 12k 62.59
2022-06-30 $7.3M 108k 66.88